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 | |
|---|---|---|---|---|---|---|---|
| $581 | 0% | 7 | New | +$581 | |||
| $578 | 0% | 9 | – | – | |||
| $577 | 0% | 7 | New | +$577 | |||
| $573 | 0% | 95 | New | +$573 | |||
| $568 | 0% | 9 | New | +$568 | |||
| $559 | 0% | 38 | – | – | |||
| $552 | 0% | 202 | New | +$552 | |||
| $550 | 0% | 8 -915 | -99% | -$62.9K | |||
| $543 | 0% | 13 | New | +$543 | |||
| $529 | 0% | 14 | New | +$529 | |||
| $529 | 0% | 5 | New | +$529 | |||
| $528 | 0% | 6 | New | +$528 | |||
| $515 | 0% | 3 | New | +$515 | |||
| $499 | 0% | 47 | New | +$499 | |||
| $491 | 0% | 3 | New | +$491 | |||
| $488 | 0% | 30 | New | +$488 | |||
| $479 | 0% | 1 | New | +$479 | |||
| $477 | 0% | 32 | – | – | |||
| $472 | 0% | 54 | New | +$472 | |||
| $464 | 0% | 12 | New | +$464 | |||
| $462 | 0% | 255 | – | – | |||
| $456 | 0% | 4 | New | +$456 | |||
| $455 | 0% | 1 | New | +$455 | |||
| $450 | 0% | 3 | New | +$450 | |||
| $450 | 0% | 3 | New | +$450 |
