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 | |
|---|---|---|---|---|---|---|---|
| $696 | 0% | 4 | – | – | |||
| $694 | 0% | 6 -4 | -40% | -$463 | |||
| $689 | 0% | 4 | – | – | |||
| $689 | 0% | 112 | – | – | |||
| $689 | 0% | 410 | – | – | |||
| $687 | 0% | 86 | New | +$687 | |||
| $686 | 0% | 9 | New | +$686 | |||
| $685 | 0% | 20 | New | +$685 | |||
| $683 | 0% | 8 | New | +$683 | |||
| $682 | 0% | 7 | New | +$682 | |||
| $681 | 0% | 22 -17 | -44% | -$526 | |||
| $681 | 0% | 17 | New | +$681 | |||
| $681 | 0% | 35 | – | – | |||
| $680 | 0% | 8 | New | +$680 | |||
| $679 | 0% | 22 | – | – | |||
| $679 | 0% | 25 | New | +$679 | |||
| $676 | 0% | 2 | New | +$676 | |||
| $674 | 0% | 7 | – | – | |||
| $674 | 0% | 26 | New | +$674 | |||
| $673 | 0% | 79 | New | +$673 | |||
| $666 | 0% | 76 -49 | -39% | -$429 | |||
| $666 | 0% | 11 | New | +$666 | |||
| $665 | 0% | 18 | New | +$665 | |||
| $665 | 0% | 19 | New | +$665 | |||
| $663 | 0% | 2 | New | +$663 |
