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 | |
|---|---|---|---|---|---|---|---|
| $631 | 0% | 44 | New | +$631 | |||
| $631 | 0% | 163 | New | +$631 | |||
| $629 | 0% | 6 | New | +$629 | |||
| $628 | 0% | 3 | New | +$628 | |||
| $623 | 0% | 14 | New | +$623 | |||
| $622 | 0% | 12 | – | – | |||
| $620 | 0% | 7 | New | +$620 | |||
| $620 | 0% | 4 | New | +$620 | |||
| $618 | 0% | 6 | New | +$618 | |||
| $615 | 0% | 6 | – | – | |||
| $612 | 0% | 268 | New | +$612 | |||
| $607 | 0% | 15 | New | +$607 | |||
| $606 | 0% | 53 | New | +$606 | |||
| $603 | 0% | 4 | New | +$603 | |||
| $602 | 0% | 17 | – | – | |||
| $599 | 0% | 22 | New | +$599 | |||
| $599 | 0% | 78 | New | +$599 | |||
| $595 | 0% | 17 | New | +$595 | |||
| $593 | 0% | 3 | New | +$593 | |||
| $592 | 0% | 79 | New | +$592 | |||
| $592 | 0% | 14 | New | +$592 | |||
| $589 | 0% | 22 | New | +$589 | |||
| $585 | 0% | 26 | – | – | |||
| $584 | 0% | 27 | – | – | |||
| $583 | 0% | 10 | – | – |
