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 | |
|---|---|---|---|---|---|---|---|
| $982 | 0% | 18 | New | +$982 | |||
| $982 | 0% | 66 | New | +$982 | |||
| $981 | 0% | 23 | New | +$981 | |||
| $981 | 0% | 54 | – | – | |||
| $978 | 0% | 20 +7 | +54% | +$342 | |||
| $978 | 0% | 87 | New | +$978 | |||
| $976 | 0% | 36 | New | +$976 | |||
| $975 | 0% | 4 +2 | +100% | +$488 | |||
| $971 | 0% | 141 | – | – | |||
| $970 | 0% | 274 | New | +$970 | |||
| $970 | 0% | 86 | New | +$970 | |||
| $968 | 0% | 65 | – | – | |||
| $968 | 0% | 92 | New | +$968 | |||
| $968 | 0% | 7 | New | +$968 | |||
| $967 | 0% | 14 | – | – | |||
| $967 | 0% | 33 | New | +$967 | |||
| $966 | 0% | 840 | New | +$966 | |||
| $966 | 0% | 54 +37 | +218% | +$662 | |||
| $965 | 0% | 622 | New | +$965 | |||
| $964 | 0% | 337 | New | +$964 | |||
| $964 | 0% | 12 | New | +$964 | |||
| $964 | 0% | 9 | New | +$964 | |||
| $963 | 0% | 71 | New | +$963 | |||
| $963 | 0% | 24 | – | – | |||
| $962 | 0% | 22 | New | +$962 |
