PWA
Physician Wealth Advisors Portfolio holdings
AUM $581M
AUM
$581M
AUM Growth
-$10.9M (-2%)
Cap. Flow
+$6.04M
Cap. Flow % of AUM
1.04%
Top 10 Holdings %Top 10 Hldgs %
47%
Holding
1,536
New
388
Increased
313
Reduced
223
Closed
100
Top Buys
| 1 | $5.57M | |
| 2 | $5.26M | |
| 3 | $4.27M | |
| 4 | $3.08M | |
| 5 | $2.92M |
Top Sells
| 1 | $7.61M | |
| 2 | $4M | |
| 3 | $3.91M | |
| 4 | $1.95M | |
| 5 | $1.25M |
Sector Composition
| 1 | Technology | 6.11% |
| 2 | Healthcare | 2% |
| 3 | Financials | 1.6% |
| 4 | Consumer Discretionary | 1.37% |
| 5 | Industrials | 0.96% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $1.01K | 0% | 10 -5 | -33% | -$505 | |||
| $1.01K | 0% | 342 | New | +$1.01K | |||
| $1.01K | 0% | 9 | New | +$1.01K | |||
| $1.01K | 0% | 137 | New | +$1.01K | |||
| $1.01K | 0% | 535 | New | +$1.01K | |||
| $1.01K | 0% | 90 | New | +$1.01K | |||
| $1K | 0% | 54 | New | +$1K | |||
| $1K | 0% | 10 | – | – | |||
| $1K | 0% | 107 | New | +$1K | |||
| $1K | 0% | 27 -20 | -43% | -$741 | |||
| $1K | 0% | 6 | New | +$1K | |||
| $995 | 0% | 55 | New | +$995 | |||
| $994 | 0% | 20 | New | +$994 | |||
| $993 | 0% | 6 | New | +$993 | |||
| $992 | 0% | 13 | – | – | |||
| $992 | 0% | 4 | New | +$992 | |||
| $992 | 0% | 34 | New | +$992 | |||
| $990 | 0% | 12 | – | – | |||
| $988 | 0% | 283 | New | +$988 | |||
| $987 | 0% | 13 | New | +$987 | |||
| $987 | 0% | 30 | New | +$987 | |||
| $987 | 0% | 37 | New | +$987 | |||
| $984 | 0% | 281 | New | +$984 | |||
| $983 | 0% | 62 | New | +$983 | |||
| $982 | 0% | 24 | New | +$982 |
