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
426
$30.3K 0.01%
+385
427
$30.2K 0.01%
+357
428
$30.1K 0.01%
+902
429
$30K 0.01%
+115
430
$29.8K 0.01%
+251
431
$29.7K 0.01%
+744
432
$29.7K 0.01%
+703
433
$29.6K 0.01%
+1,000
434
$29.4K 0.01%
+1,224
435
$29.4K 0.01%
+173
436
$29.4K 0.01%
+593
437
$29.1K ﹤0.01%
+290
438
$29K ﹤0.01%
+374
439
$28.9K ﹤0.01%
+796
440
$28.7K ﹤0.01%
+263
441
$28.7K ﹤0.01%
+358
442
$28.6K ﹤0.01%
+333
443
$28.5K ﹤0.01%
+369
444
$28.5K ﹤0.01%
+50
445
$28K ﹤0.01%
+201
446
$28K ﹤0.01%
+735
447
$27.9K ﹤0.01%
+400
448
$27.6K ﹤0.01%
+193
449
$27.4K ﹤0.01%
+811
450
$27.2K ﹤0.01%
+2,401