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
$389M
AUM Growth
-$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$7.61M
2
+$3.48M
3
+$3.04M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.68M
5
TNA icon
Direxion Daily Small Cap Bull 3x Shares
TNA
+$1.58M

Top Sells

1
+$4.29M
2
+$3.53M
3
+$2.83M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$2.75M
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$2.36M

Sector Composition

1 Technology 5.89%
2 Healthcare 2.28%
3 Consumer Discretionary 1.22%
4 Financials 1.04%
5 Consumer Staples 0.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.6M 0.93%
55,412
-3,364
27
$3.11M 0.8%
28,617
-32,531
28
$3.04M 0.78%
+43,544
29
$2.75M 0.71%
117,045
+810
30
$2.57M 0.66%
26,521
-282
31
$2.4M 0.62%
31,948
+1,097
32
$2.12M 0.55%
40,123
-1,749
33
$1.98M 0.51%
88,932
+194
34
$1.8M 0.46%
14,031
+586
35
$1.77M 0.46%
12,893
+395
36
$1.73M 0.45%
34,765
+1,420
37
$1.58M 0.41%
+57,756
38
$1.48M 0.38%
17,041
+270
39
$1.4M 0.36%
25,363
-17
40
$1.37M 0.35%
6,722
+32
41
$1.34M 0.35%
5,167
-235
42
$1.34M 0.34%
3,364
+5
43
$1.34M 0.34%
29,510
+1,870
44
$1.32M 0.34%
3,092
-199
45
$1.31M 0.34%
3,585
+346
46
$1.29M 0.33%
10,687
+44
47
$1.27M 0.33%
3,671
+10
48
$1.23M 0.32%
33,991
+111
49
$1.23M 0.32%
12,521
-183
50
$1.23M 0.32%
11,996
+36
1
2
3 4 5