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 | |
|---|---|---|---|---|---|---|---|
| $168 | 0% | 2 | New | +$168 | |||
| $158 | 0% | 35 | New | +$158 | |||
| $156 | 0% | 20 | – | – | |||
| $143 | 0% | 7 | – | – | |||
| $136 | 0% | 10 | – | – | |||
| $128 | 0% | 7 | – | – | |||
| $126 | 0% | 4 | – | – | |||
| $115 | 0% | 2 | New | +$115 | |||
| $114 | 0% | 20 | – | – | |||
| $112 | 0% | 4 | New | +$112 | |||
| $110 | 0% | 2 | – | – | |||
| $107 | 0% | 7 -67 | -91% | -$1.02K | |||
| $98 | 0% | 3 | New | +$98 | |||
| $78 | 0% | 1 | New | +$78 | |||
| $71 | 0% | 2 | New | +$71 | |||
| $70 | 0% | 19 | – | – | |||
| $68 | 0% | 3 | – | – | |||
| $66 | 0% | 5 | New | +$66 | |||
| $59 | 0% | 2 | New | +$59 | |||
| $49 | 0% | 8 | – | – | |||
| $42 | 0% | 17 | – | – | |||
| $41 | 0% | 1 -186 | -99% | -$7.63K | |||
| $39 | 0% | 3 -42 | -93% | -$546 | |||
| $32 | 0% | 28 | – | – | |||
| $29 | 0% | 7 | – | – |
