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
$349M
AUM Growth
+$41.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$5.82M
2
+$4.81M
3
+$3.63M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$2.75M
5
COMT icon
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
+$2.67M

Top Sells

1
+$1.46M
2
+$809K
3
+$644K
4
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$418K
5
USIG icon
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
+$285K

Sector Composition

1 Technology 5.37%
2 Healthcare 2.45%
3 Consumer Discretionary 1.34%
4 Financials 1.33%
5 Industrials 1.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.04M 0.87%
30,809
-543
27
$2.68M 0.77%
36,024
-526
28
$2.68M 0.77%
54,993
+21,515
29
$2.67M 0.76%
+77,713
30
$2.63M 0.75%
52,046
-4,812
31
$2.62M 0.75%
6,371
+169
32
$2.42M 0.69%
15,557
+882
33
$2.29M 0.66%
15,977
-239
34
$2.14M 0.61%
20,365
+71
35
$2.11M 0.6%
11,580
+1,000
36
$2.02M 0.58%
16,666
-11,993
37
$1.95M 0.56%
11,543
38
$1.87M 0.53%
24,740
-10,719
39
$1.83M 0.53%
15,569
+467
40
$1.82M 0.52%
4,549
-62
41
$1.66M 0.48%
66,189
+20,685
42
$1.4M 0.4%
6,364
43
$1.35M 0.39%
8,103
44
$1.32M 0.38%
16,764
-124
45
$1.25M 0.36%
11,568
+1,084
46
$1.22M 0.35%
22,138
+1,474
47
$1.04M 0.3%
3,731
-224
48
$1.02M 0.29%
6,588
+45
49
$984K 0.28%
8,458
-642
50
$960K 0.28%
4,434
+711
1
2
3 4 5