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 | |
|---|---|---|---|---|---|---|---|
| $446K | 0.08% | 7,786 +36 | +0.5% | +$2.06K | |||
| $441K | 0.08% | 9,452 -401 | -4% | -$18.7K | |||
| $432K | 0.07% | 17,939 | – | – | |||
| $403K | 0.07% | 1,101 +1 | +0.1% | +$366 | |||
| $402K | 0.07% | 7,939 +2,044 | +35% | +$103K | |||
| $402K | 0.07% | 8,444 +3,995 | +90% | +$190K | |||
| $400K | 0.07% | 4,459 +45 | +1% | +$4.04K | |||
| $394K | 0.07% | 6,000 -138 | -2% | -$9.06K | |||
| $394K | 0.07% | 1,605 -6 | -0.4% | -$1.47K | |||
| $391K | 0.07% | 1,358 -500 | -27% | -$144K | |||
| $386K | 0.07% | 17,927 +245 | +1% | +$5.28K | |||
| $383K | 0.07% | 16,715 +2,290 | +16% | +$52.5K | |||
| $382K | 0.07% | 7,701 +225 | +3% | +$11.2K | |||
| $380K | 0.07% | 1,413 | – | – | |||
| $378K | 0.07% | 23,954 +148 | +0.6% | +$2.34K | |||
| $372K | 0.06% | 4,717 -5 | -0.1% | -$395 | |||
| $372K | 0.06% | 999 | – | – | |||
| $371K | 0.06% | 4,017 -1,662 | -29% | -$154K | |||
| $371K | 0.06% | 750 -39 | -5% | -$19.3K | |||
| $367K | 0.06% | 3,751 -88 | -2% | -$8.62K | |||
| $362K | 0.06% | 2,495 -199 | -7% | -$28.9K | |||
| $361K | 0.06% | 78 +2 | +3% | +$9.25K | |||
| $358K | 0.06% | 2,334 -12 | -0.5% | -$1.84K | |||
| $358K | 0.06% | 10,260 | – | – | |||
| $356K | 0.06% | 2,143 +121 | +6% | +$20.1K |
