PWA

Physician Wealth Advisors Portfolio holdings

AUM $703M
1-Year Est. Return 16.55%
This Quarter Est. Return
1 Year Est. Return
+16.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$592M
AUM Growth
+$37.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,148
New
Increased
Reduced
Closed

Sector Composition

1 Technology 6.79%
2 Healthcare 1.99%
3 Consumer Discretionary 1.57%
4 Financials 1.53%
5 Industrials 0.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$33.8K 0.01%
+732
402
$33.2K 0.01%
+144
403
$32.9K 0.01%
+400
404
$32.8K 0.01%
+170
405
$32.8K 0.01%
+766
406
$32.8K 0.01%
+132
407
$32.5K 0.01%
+1,346
408
$31.9K 0.01%
+151
409
$31.9K 0.01%
+597
410
$31.9K 0.01%
+306
411
$31.7K 0.01%
+483
412
$31.6K 0.01%
+449
413
$31.5K 0.01%
+512
414
$31.4K 0.01%
+211
415
$31.3K 0.01%
+1,326
416
$31.2K 0.01%
487
-3,290
417
$31.2K 0.01%
+510
418
$31K 0.01%
+235
419
$30.9K 0.01%
+378
420
$30.9K 0.01%
+1,458
421
$30.8K 0.01%
+430
422
$30.6K 0.01%
+269
423
$30.5K 0.01%
+65
424
$30.3K 0.01%
+343
425
$30.3K 0.01%
+290