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 | |
|---|---|---|---|---|---|---|---|
| $438 | 0% | 4 | – | – | |||
| $434 | 0% | 659 | – | – | |||
| $430 | 0% | 76 | New | +$430 | |||
| $423 | 0% | 69 | New | +$423 | |||
| $410 | 0% | 34 | – | – | |||
| $405 | 0% | 21 | – | – | |||
| $380 | 0% | 32 | – | – | |||
| $376 | 0% | 10 -78 | -89% | -$2.93K | |||
| $343 | 0% | 13 | – | – | |||
| $340 | 0% | 71 | New | +$340 | |||
| $327 | 0% | 25 | – | – | |||
| $290 | 0% | 36 -115 | -76% | -$926 | |||
| $280 | 0% | 6 | New | +$280 | |||
| $276 | 0% | 11 | – | – | |||
| $254 | 0% | 26 | – | – | |||
| $251 | 0% | 100 | – | – | |||
| $248 | 0% | 6 | – | – | |||
| $213 | 0% | 21 | – | – | |||
| $211 | 0% | 10 | New | +$211 | |||
| $211 | 0% | 2 -3 | -60% | -$317 | |||
| $210 | 0% | 6 | New | +$210 | |||
| $195 | 0% | 11 | – | – | |||
| $182 | 0% | 140 | New | +$182 | |||
| $181 | 0% | 14 | – | – | |||
| $179 | 0% | 24 | – | – |
