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
$294M
AUM Growth
+$44.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$5.46M
3
+$5.07M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$3.28M
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$3.07M

Top Sells

1
+$12.5M
2
+$5.86M
3
+$5.23M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$4.88M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$3.92M

Sector Composition

1 Technology 5.46%
2 Healthcare 2.77%
3 Consumer Discretionary 1.48%
4 Financials 1.31%
5 Industrials 1.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.83M 0.96%
+25,684
27
$2.67M 0.91%
37,398
-3,800
28
$2.45M 0.83%
16,661
-5,178
29
$2.31M 0.79%
34,052
-49,046
30
$2.26M 0.77%
6,041
-1,867
31
$1.94M 0.66%
13,953
+2,637
32
$1.8M 0.61%
31,542
-7,416
33
$1.78M 0.6%
20,098
-1,220
34
$1.75M 0.6%
10,520
+1,120
35
$1.72M 0.58%
14,676
+7,777
36
$1.58M 0.54%
4,406
-519
37
$1.57M 0.54%
98,802
-2,700
38
$1.37M 0.46%
11,543
+1,666
39
$1.32M 0.45%
6,364
40
$1.28M 0.44%
16,888
-1,401
41
$1.22M 0.41%
8,103
-56
42
$1.14M 0.39%
9,821
+2,349
43
$1.13M 0.39%
20,566
-48,292
44
$1.11M 0.38%
10,314
+2,992
45
$976K 0.33%
15,151
-440
46
$962K 0.33%
3,951
-529
47
$940K 0.32%
6,941
-89
48
$902K 0.31%
3,438
+465
49
$886K 0.3%
2,664
+8
50
$852K 0.29%
+38,013
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