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 | |
|---|---|---|---|---|---|---|---|
| $208K | 0.04% | 3,164 +215 | +7% | +$14.1K | |||
| $207K | 0.04% | 1,745 -103 | -6% | -$12.2K | |||
| $203K | 0.04% | 1,385 | – | – | |||
| $203K | 0.04% | 3,300 -51 | -2% | -$3.14K | |||
| $202K | 0.03% | 7,144 +80 | +1% | +$2.26K | |||
| $197K | 0.03% | 1,156 | – | – | |||
| $196K | 0.03% | 839 -29 | -3% | -$6.77K | |||
| $194K | 0.03% | 3,148 +84 | +3% | +$5.18K | |||
| $192K | 0.03% | 9,621 +69 | +0.7% | +$1.38K | |||
| $192K | 0.03% | 2,483 +193 | +8% | +$14.9K | |||
| $191K | 0.03% | 4,048 | – | – | |||
| $191K | 0.03% | 4,408 -258 | -6% | -$11.2K | |||
| $191K | 0.03% | 1,014 -64 | -6% | -$12K | |||
| $187K | 0.03% | 488 -49 | -9% | -$18.8K | |||
| $187K | 0.03% | 1,081 | – | – | |||
| $187K | 0.03% | 304 -19 | -6% | -$11.7K | |||
| $187K | 0.03% | 200 +2 | +1% | +$1.87K | |||
| $184K | 0.03% | 2,570 | – | – | |||
| $177K | 0.03% | 2,636 -110 | -4% | -$7.41K | |||
| $171K | 0.03% | 7,060 +2,170 | +44% | +$52.5K | |||
| $169K | 0.03% | 1,049 | – | – | |||
| $168K | 0.03% | 706 +2 | +0.3% | +$476 | |||
| $167K | 0.03% | 4,971 +4 | +0.1% | +$135 | |||
| $166K | 0.03% | 3,815 -97 | -2% | -$4.23K | |||
| $165K | 0.03% | 1,836 +41 | +2% | +$3.68K |
