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
$200M
AUM Growth
-$24.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$7.15M
2
+$4.73M
3
+$3.98M
4
ESGE icon
iShares ESG Aware MSCI EM ETF
ESGE
+$3.68M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$2.4M

Top Sells

1
+$2.41M
2
+$2.24M
3
+$2.09M
4
MBB icon
iShares MBS ETF
MBB
+$1.88M
5
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$1.68M

Sector Composition

1 Technology 4.38%
2 Healthcare 2.63%
3 Consumer Staples 1.35%
4 Industrials 1.27%
5 Financials 1.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.69M 0.85%
23,963
+1,688
27
$1.61M 0.8%
6,264
-1,054
28
$1.56M 0.78%
+37,366
29
$1.51M 0.75%
+22,943
30
$1.48M 0.74%
20,269
+4,543
31
$1.34M 0.67%
+31,680
32
$1.33M 0.66%
44,100
-27,845
33
$1.24M 0.62%
9,382
-353
34
$1.15M 0.57%
9,554
35
$1.14M 0.57%
102,972
-53,730
36
$1.05M 0.52%
7,114
-259
37
$1.01M 0.51%
11,625
-27,694
38
$954K 0.48%
17,428
-3,117
39
$929K 0.46%
7,860
+600
40
$902K 0.45%
17,939
+5,113
41
$896K 0.45%
4,804
+1,718
42
$884K 0.44%
7,630
-983
43
$874K 0.44%
8,850
-2,484
44
$812K 0.41%
8,877
+5,344
45
$794K 0.4%
7,454
-702
46
$699K 0.35%
6,215
-605
47
$677K 0.34%
6,215
-2,138
48
$622K 0.31%
5,456
+1,151
49
$620K 0.31%
2,413
+339
50
$606K 0.3%
17,613
+3,733
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