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 | |
|---|---|---|---|---|---|---|---|
| $762 | 0% | 8 | – | – | |||
| $758 | 0% | 14 | New | +$758 | |||
| $757 | 0% | 11 | – | – | |||
| $756 | 0% | 472 | New | +$756 | |||
| $753 | 0% | 49 | New | +$753 | |||
| $753 | 0% | 9 | – | – | |||
| $749 | 0% | 45 | – | – | |||
| $748 | 0% | 90 | New | +$748 | |||
| $747 | 0% | 22 | New | +$747 | |||
| $746 | 0% | 21 | New | +$746 | |||
| $744 | 0% | 9 | New | +$744 | |||
| $729 | 0% | 106 | – | – | |||
| $727 | 0% | 43 | – | – | |||
| $724 | 0% | 29 | – | – | |||
| $724 | 0% | 3 | New | +$724 | |||
| $722 | 0% | 42 | New | +$722 | |||
| $720 | 0% | 195 | New | +$720 | |||
| $720 | 0% | 26 | – | – | |||
| $714 | 0% | 9 | – | – | |||
| $712 | 0% | 73 | New | +$712 | |||
| $711 | 0% | 30 | New | +$711 | |||
| $707 | 0% | 113 | New | +$707 | |||
| $705 | 0% | 313 | New | +$705 | |||
| $704 | 0% | 16 | New | +$704 | |||
| $699 | 0% | 39 | New | +$699 |
