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
$345M
AUM Growth
-$31.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$4.94M
2
+$2.48M
3
+$2.39M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.79M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$1.24M

Top Sells

1
+$3.69M
2
+$3.27M
3
+$2.92M
4
IYW icon
iShares US Technology ETF
IYW
+$2.24M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$2.14M

Sector Composition

1 Technology 5.73%
2 Healthcare 1.95%
3 Consumer Discretionary 1.3%
4 Financials 1.17%
5 Industrials 0.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.83M 0.82%
98,176
+33,565
27
$2.77M 0.8%
52,004
+21,720
28
$2.48M 0.72%
+23,940
29
$2.36M 0.68%
24,304
-5,112
30
$2.1M 0.61%
84,696
+1,683
31
$2.01M 0.58%
10,639
-563
32
$1.91M 0.55%
86,316
+204
33
$1.76M 0.51%
30,146
-4,079
34
$1.72M 0.5%
34,422
-17,997
35
$1.64M 0.48%
32,097
-1,029
36
$1.63M 0.47%
14,202
-2,056
37
$1.61M 0.47%
11,904
+484
38
$1.51M 0.44%
14,334
-1,976
39
$1.45M 0.42%
6,364
40
$1.4M 0.41%
10,145
+536
41
$1.38M 0.4%
4,656
-30
42
$1.35M 0.39%
12,432
-5,980
43
$1.3M 0.38%
3,438
-1,333
44
$1.24M 0.36%
31,755
-35,098
45
$1.21M 0.35%
38,239
+9,595
46
$1.2M 0.35%
3,240
+141
47
$1.17M 0.34%
6,593
+2
48
$1.16M 0.34%
8,140
-89
49
$1.07M 0.31%
+28,775
50
$987K 0.29%
15,004
-1,338
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