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 | |
|---|---|---|---|---|---|---|---|
| $911 | 0% | 9 | – | – | |||
| $909 | 0% | 12 | New | +$909 | |||
| $908 | 0% | 2,439 | New | +$908 | |||
| $907 | 0% | 78 | New | +$907 | |||
| $907 | 0% | 23 | New | +$907 | |||
| $905 | 0% | 95 | – | – | |||
| $905 | 0% | 139 | New | +$905 | |||
| $902 | 0% | 46 | New | +$902 | |||
| $901 | 0% | 617 +296 | +92% | +$432 | |||
| $901 | 0% | 134 | New | +$901 | |||
| $900 | 0% | 23 | New | +$900 | |||
| $900 | 0% | 50 | New | +$900 | |||
| $899 | 0% | 29 | New | +$899 | |||
| $896 | 0% | 33 | New | +$896 | |||
| $896 | 0% | 7 | New | +$896 | |||
| $895 | 0% | 8 | New | +$895 | |||
| $893 | 0% | 8 | – | – | |||
| $893 | 0% | 56 | New | +$893 | |||
| $892 | 0% | 13 | New | +$892 | |||
| $891 | 0% | 85 | New | +$891 | |||
| $888 | 0% | 236 | New | +$888 | |||
| $886 | 0% | 86 | New | +$886 | |||
| $884 | 0% | 22 | New | +$884 | |||
| $883 | 0% | 378 | New | +$883 | |||
| $883 | 0% | 4 | New | +$883 |
