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 | |
|---|---|---|---|---|---|---|---|
| $962 | 0% | 29 | New | +$962 | |||
| $960 | 0% | 106 | New | +$960 | |||
| $959 | 0% | 25 | New | +$959 | |||
| $959 | 0% | 101 | New | +$959 | |||
| $956 | 0% | 4 | New | +$956 | |||
| $953 | 0% | 67 | New | +$953 | |||
| $953 | 0% | 12 +6 | +100% | +$477 | |||
| $953 | 0% | 164 | New | +$953 | |||
| $952 | 0% | 32 | New | +$952 | |||
| $951 | 0% | 179 | New | +$951 | |||
| $949 | 0% | 15 | – | – | |||
| $947 | 0% | 6 | New | +$947 | |||
| $947 | 0% | 40 | – | – | |||
| $946 | 0% | 120 | New | +$946 | |||
| $945 | 0% | 59 | New | +$945 | |||
| $945 | 0% | 9 | New | +$945 | |||
| $942 | 0% | 130 | New | +$942 | |||
| $942 | 0% | 297 | New | +$942 | |||
| $941 | 0% | 3 | – | – | |||
| $941 | 0% | 53 | New | +$941 | |||
| $939 | 0% | 10 | New | +$939 | |||
| $938 | 0% | 40 | New | +$938 | |||
| $936 | 0% | 69 | New | +$936 | |||
| $935 | 0% | 621 | New | +$935 | |||
| $934 | 0% | 72 | New | +$934 |
