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
$364M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$4.49M
2
+$3M
3
+$2.27M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$1.93M
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$1.34M

Top Sells

1
+$2.69M
2
+$2.53M
3
+$2.45M
4
FTEC icon
Fidelity MSCI Information Technology Index ETF
FTEC
+$2.02M
5
NVDA icon
NVIDIA
NVDA
+$1.87M

Sector Composition

1 Technology 5.38%
2 Healthcare 2.18%
3 Consumer Discretionary 1.35%
4 Financials 1.28%
5 Industrials 1.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.21M 0.88%
30,927
+118
27
$2.97M 0.82%
51,871
-3,122
28
$2.74M 0.75%
36,023
-1
29
$2.7M 0.74%
6,437
+66
30
$2.67M 0.74%
16,869
+1,312
31
$2.36M 0.65%
16,105
+128
32
$2.27M 0.62%
+85,529
33
$2.15M 0.59%
11,770
+227
34
$2.15M 0.59%
20,245
-120
35
$2.11M 0.58%
41,811
-10,235
36
$1.97M 0.54%
11,560
-20
37
$1.95M 0.54%
4,759
+210
38
$1.91M 0.52%
74,364
+8,175
39
$1.84M 0.51%
15,921
+352
40
$1.56M 0.43%
20,615
-4,125
41
$1.54M 0.42%
40,451
-37,262
42
$1.51M 0.42%
8,213
-13,733
43
$1.43M 0.39%
6,364
44
$1.29M 0.35%
11,991
+423
45
$1.29M 0.35%
16,100
-664
46
$1.29M 0.35%
4,578
+144
47
$1.27M 0.35%
23,270
+1,132
48
$1.23M 0.34%
8,103
49
$1.05M 0.29%
6,589
+1
50
$1M 0.28%
2,714
+101
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