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
551
$15.5K ﹤0.01%
+253
552
$15.5K ﹤0.01%
+90
553
$15.4K ﹤0.01%
+241
554
$15.3K ﹤0.01%
+278
555
$15.3K ﹤0.01%
+65
556
$15.3K ﹤0.01%
+226
557
$15.2K ﹤0.01%
+120
558
$15.1K ﹤0.01%
+31
559
$15K ﹤0.01%
+768
560
$15K ﹤0.01%
+499
561
$15K ﹤0.01%
+91
562
$14.8K ﹤0.01%
+112
563
$14.8K ﹤0.01%
+195
564
$14.7K ﹤0.01%
+50
565
$14.6K ﹤0.01%
+213
566
$14.6K ﹤0.01%
+540
567
$14.5K ﹤0.01%
+264
568
$14.4K ﹤0.01%
+190
569
$14.2K ﹤0.01%
+200
570
$14.2K ﹤0.01%
+92
571
$14.1K ﹤0.01%
+72
572
$14K ﹤0.01%
+699
573
$14K ﹤0.01%
+552
574
$14K ﹤0.01%
+377
575
$14K ﹤0.01%
+97