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 | |
|---|---|---|---|---|---|---|---|
| $662 | 0% | 93 | – | – | |||
| $661 | 0% | 14 | New | +$661 | |||
| $661 | 0% | 22 | New | +$661 | |||
| $659 | 0% | 2 | – | – | |||
| $658 | 0% | 13 | New | +$658 | |||
| $655 | 0% | 19 | New | +$655 | |||
| $654 | 0% | 243 | New | +$654 | |||
| $650 | 0% | 34 | New | +$650 | |||
| $648 | 0% | 16 | New | +$648 | |||
| $648 | 0% | 153 -349 | -70% | -$1.48K | |||
| $647 | 0% | 9 | – | – | |||
| $644 | 0% | 75 | New | +$644 | |||
| $644 | 0% | 17 | New | +$644 | |||
| $643 | 0% | 32 | – | – | |||
| $640 | 0% | 23 | New | +$640 | |||
| $639 | 0% | 10 | New | +$639 | |||
| $639 | 0% | 19 | New | +$639 | |||
| $638 | 0% | 9 | New | +$638 | |||
| $637 | 0% | 501 | New | +$637 | |||
| $637 | 0% | 107 | – | – | |||
| $636 | 0% | 63 | New | +$636 | |||
| $636 | 0% | 40 -28 | -41% | -$445 | |||
| $634 | 0% | 8 | New | +$634 | |||
| $633 | 0% | 14 | – | – | |||
| $631 | 0% | 12 | – | – |
