PWA

Physician Wealth Advisors Portfolio holdings

AUM $637M
1-Year Est. Return 14.15%
This Quarter Est. Return
1 Year Est. Return
+14.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$307M
AUM Growth
+$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$2M
2
+$1.64M
3
+$1.06M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$921K
5
XSOE icon
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
+$469K

Top Sells

1
+$591K
2
+$408K
3
+$336K
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$296K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$254K

Sector Composition

1 Technology 5.33%
2 Healthcare 2.6%
3 Financials 1.37%
4 Consumer Discretionary 1.34%
5 Industrials 1.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.87M 0.93%
56,858
+160
27
$2.71M 0.88%
36,550
-848
28
$2.5M 0.81%
35,459
+1,407
29
$2.43M 0.79%
16,216
-445
30
$2.31M 0.75%
6,202
+161
31
$2.11M 0.69%
14,675
+722
32
$1.92M 0.62%
34,386
+2,844
33
$1.91M 0.62%
20,294
+196
34
$1.75M 0.57%
15,102
+426
35
$1.72M 0.56%
4,611
+205
36
$1.71M 0.56%
10,580
+60
37
$1.64M 0.53%
+33,478
38
$1.56M 0.51%
11,543
39
$1.42M 0.46%
6,364
40
$1.32M 0.43%
8,103
41
$1.32M 0.43%
16,888
42
$1.22M 0.4%
73,986
-24,816
43
$1.13M 0.37%
10,484
+170
44
$1.13M 0.37%
20,664
+98
45
$1.13M 0.37%
45,504
+7,491
46
$1.04M 0.34%
3,955
+4
47
$1.04M 0.34%
9,100
-721
48
$1M 0.33%
15,125
-26
49
$937K 0.3%
6,543
-398
50
$930K 0.3%
6,500
1
2
3 4 5