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
$592M
AUM Growth
+$37.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,148
New
Increased
Reduced
Closed

Sector Composition

1 Technology 6.79%
2 Healthcare 1.99%
3 Consumer Discretionary 1.57%
4 Financials 1.53%
5 Industrials 0.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
526
$18.3K ﹤0.01%
+105
527
$18.2K ﹤0.01%
+128
528
$18.1K ﹤0.01%
+300
529
$17.8K ﹤0.01%
+785
530
$17.8K ﹤0.01%
+161
531
$17.6K ﹤0.01%
+170
532
$17.6K ﹤0.01%
+739
533
$17.4K ﹤0.01%
+817
534
$17.3K ﹤0.01%
+202
535
$17.2K ﹤0.01%
+1,294
536
$17K ﹤0.01%
+218
537
$17K ﹤0.01%
+211
538
$16.9K ﹤0.01%
+1,734
539
$16.8K ﹤0.01%
+466
540
$16.8K ﹤0.01%
+444
541
$16.7K ﹤0.01%
+952
542
$16.5K ﹤0.01%
+955
543
$16.4K ﹤0.01%
+185
544
$16.3K ﹤0.01%
+64
545
$16K ﹤0.01%
+142
546
$15.7K ﹤0.01%
+129
547
$15.7K ﹤0.01%
+128
548
$15.7K ﹤0.01%
+136
549
$15.6K ﹤0.01%
+369
550
$15.5K ﹤0.01%
+201