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 | |
|---|---|---|---|---|---|---|---|
| $849 | 0% | 1,304 | New | +$849 | |||
| $847 | 0% | 34 | New | +$847 | |||
| $847 | 0% | 7 | – | – | |||
| $846 | 0% | 222 -99 | -31% | -$377 | |||
| $846 | 0% | 20 | – | – | |||
| $845 | 0% | 10 | New | +$845 | |||
| $844 | 0% | 10 | New | +$844 | |||
| $843 | 0% | 33 | New | +$843 | |||
| $838 | 0% | 7 | – | – | |||
| $837 | 0% | 7 +2 | +40% | +$239 | |||
| $836 | 0% | 112 | New | +$836 | |||
| $835 | 0% | 3 | – | – | |||
| $834 | 0% | 524 | New | +$834 | |||
| $830 | 0% | 610 | New | +$830 | |||
| $829 | 0% | 1,296 | New | +$829 | |||
| $829 | 0% | 18 | New | +$829 | |||
| $827 | 0% | 104 | New | +$827 | |||
| $825 | 0% | 25 | New | +$825 | |||
| $825 | 0% | 687 | New | +$825 | |||
| $823 | 0% | 9 | New | +$823 | |||
| $823 | 0% | 180 | New | +$823 | |||
| $817 | 0% | 3 +2 | +200% | +$545 | |||
| $815 | 0% | 10 | – | – | |||
| $815 | 0% | 377 | New | +$815 | |||
| $814 | 0% | 94 | New | +$814 |
