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
451
$27.2K ﹤0.01%
+314
452
$27.2K ﹤0.01%
+51
453
$26.5K ﹤0.01%
+56
454
$26.5K ﹤0.01%
+704
455
$26.2K ﹤0.01%
+2,745
456
$25.8K ﹤0.01%
+360
457
$25.6K ﹤0.01%
+1,199
458
$25.5K ﹤0.01%
+665
459
$25.5K ﹤0.01%
+296
460
$25.5K ﹤0.01%
+351
461
$25.5K ﹤0.01%
+548
462
$25.3K ﹤0.01%
+894
463
$25.3K ﹤0.01%
+273
464
$24.9K ﹤0.01%
+59
465
$24.8K ﹤0.01%
+415
466
$24.7K ﹤0.01%
+266
467
$24.6K ﹤0.01%
+584
468
$24.5K ﹤0.01%
+611
469
$24.5K ﹤0.01%
+93
470
$24.4K ﹤0.01%
+367
471
$24.2K ﹤0.01%
+484
472
$23.9K ﹤0.01%
+819
473
$23.6K ﹤0.01%
+110
474
$23.6K ﹤0.01%
+722
475
$23.3K ﹤0.01%
+386