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
$249M
AUM Growth
+$1.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$2.1M
2
+$2.02M
3
+$1.95M
4
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$1.57M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$1.22M

Top Sells

1
+$1.18M
2
+$945K
3
+$933K
4
IBM icon
IBM
IBM
+$487K
5
PEP icon
PepsiCo
PEP
+$320K

Sector Composition

1 Technology 5.13%
2 Healthcare 2.45%
3 Consumer Discretionary 1.27%
4 Financials 1.16%
5 Industrials 1.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.36M 0.95%
41,198
-2,568
27
$2.13M 0.85%
50,820
+1,644
28
$2.04M 0.82%
21,839
-906
29
$2.02M 0.81%
+18,312
30
$1.95M 0.78%
38,958
+1,566
31
$1.85M 0.74%
42,175
+4,248
32
$1.67M 0.67%
21,318
+491
33
$1.49M 0.6%
4,925
-493
34
$1.41M 0.57%
9,400
+500
35
$1.35M 0.54%
101,502
-342
36
$1.33M 0.53%
11,316
+1,839
37
$1.14M 0.46%
9,877
38
$1.14M 0.46%
6,364
-750
39
$1.14M 0.46%
18,289
-105
40
$1.13M 0.45%
7,959
+1
41
$1.11M 0.45%
8,159
-1,325
42
$950K 0.38%
7,030
-2,368
43
$915K 0.37%
4,480
-34
44
$876K 0.35%
7,472
-562
45
$822K 0.33%
15,591
-166
46
$794K 0.32%
6,899
+500
47
$789K 0.32%
7,322
+196
48
$741K 0.3%
6,343
49
$717K 0.29%
2,656
-15
50
$677K 0.27%
6,083
+47
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