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 | |
|---|---|---|---|---|---|---|---|
| $26 | 0% | 4 | – | – | |||
| $23 | 0% | 100 | – | – | |||
| $18 | 0% | 1 | – | – | |||
| $12 | 0% | 2 | – | – | |||
| $12 | 0% | 1 | – | – | |||
| $8 | 0% | 2 | – | – | |||
| $7 | 0% | 1 | – | – | |||
| $7 | 0% | 1 | – | – | |||
| $5 | 0% | 2 | – | – | |||
| $3 | 0% | 10 | – | – | |||
| $2 | 0% | 1 | – | – | |||
| $0 | 0% | 0 -5 | Closed | – | |||
| $0 | 0% | 0 -593 | Closed | – | |||
| $0 | 0% | 0 -14 | Closed | – | |||
| $0 | 0% | 0 -50 | Closed | – | |||
| $0 | 0% | 0 -51 | Closed | – | |||
| $0 | 0% | 0 -133 | Closed | – | |||
| $0 | 0% | 0 -2 | Closed | – | |||
| $0 | 0% | 0 -7 | Closed | – | |||
| $0 | 0% | 0 -15 | Closed | – | |||
| $0 | 0% | 0 -182 | Closed | – | |||
| $0 | 0% | 0 -5 | Closed | – | |||
| $0 | 0% | 0 -19 | Closed | – | |||
| $0 | 0% | 0 -20 | Closed | – | |||
| $0 | 0% | 0 -921 | Closed | – |
