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
576
$13.9K ﹤0.01%
+279
577
$13.9K ﹤0.01%
+129
578
$13.9K ﹤0.01%
+74
579
$13.9K ﹤0.01%
+268
580
$13.8K ﹤0.01%
+71
581
$13.7K ﹤0.01%
+109
582
$13.6K ﹤0.01%
+116
583
$13.6K ﹤0.01%
+56
584
$13.5K ﹤0.01%
+230
585
$13.5K ﹤0.01%
+316
586
$13.5K ﹤0.01%
+47
587
$13.4K ﹤0.01%
+294
588
$13.3K ﹤0.01%
+189
589
$13K ﹤0.01%
+377
590
$12.9K ﹤0.01%
+373
591
$12.9K ﹤0.01%
+227
592
$12.9K ﹤0.01%
+266
593
$12.9K ﹤0.01%
+174
594
$12.8K ﹤0.01%
+198
595
$12.7K ﹤0.01%
+69
596
$12.4K ﹤0.01%
+474
597
$12.3K ﹤0.01%
+1,046
598
$12.2K ﹤0.01%
+155
599
$12.2K ﹤0.01%
+510
600
$12.2K ﹤0.01%
+778