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 | |
|---|---|---|---|---|---|---|---|
| $811 | 0% | 10 | New | +$811 | |||
| $811 | 0% | 420 | New | +$811 | |||
| $807 | 0% | 4 | New | +$807 | |||
| $802 | 0% | 204 +203 | +20,300% | +$798 | |||
| $801 | 0% | 37 | New | +$801 | |||
| $800 | 0% | 43 | New | +$800 | |||
| $797 | 0% | 30 | – | – | |||
| $797 | 0% | 6 | New | +$797 | |||
| $794 | 0% | 30 | New | +$794 | |||
| $791 | 0% | 6 | New | +$791 | |||
| $790 | 0% | 111 | New | +$790 | |||
| $788 | 0% | 3 | – | – | |||
| $787 | 0% | 342 | New | +$787 | |||
| $781 | 0% | 8 | – | – | |||
| $781 | 0% | 15 | – | – | |||
| $779 | 0% | 568 | New | +$779 | |||
| $779 | 0% | 11 | – | – | |||
| $778 | 0% | 4 | – | – | |||
| $777 | 0% | 42 | – | – | |||
| $777 | 0% | 10 | New | +$777 | |||
| $773 | 0% | 8 | – | – | |||
| $772 | 0% | 27 | – | – | |||
| $768 | 0% | 115 +36 | +46% | +$240 | |||
| $766 | 0% | 17 | New | +$766 | |||
| $763 | 0% | 8 -5 | -38% | -$477 |
