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
$200M
AUM Growth
-$24.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$7.15M
2
+$4.73M
3
+$3.98M
4
ESGE icon
iShares ESG Aware MSCI EM ETF
ESGE
+$3.68M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$2.4M

Top Sells

1
+$2.41M
2
+$2.24M
3
+$2.09M
4
MBB icon
iShares MBS ETF
MBB
+$1.88M
5
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$1.68M

Sector Composition

1 Technology 4.38%
2 Healthcare 2.63%
3 Consumer Staples 1.35%
4 Industrials 1.27%
5 Financials 1.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$595K 0.3%
6,535
-1,469
52
$552K 0.28%
3,606
+432
53
$530K 0.26%
1,702
54
$528K 0.26%
1,892
+123
55
$495K 0.25%
3,849
+629
56
$479K 0.24%
2,627
-489
57
$477K 0.24%
7,580
-740
58
$476K 0.24%
2,255
+606
59
$467K 0.23%
7,930
+175
60
$460K 0.23%
2,763
+356
61
$457K 0.23%
12,794
-2,461
62
$456K 0.23%
1,473
+176
63
$435K 0.22%
2,566
-2,313
64
$410K 0.2%
9,336
+66
65
$406K 0.2%
37,224
-26,298
66
$391K 0.2%
28,928
-11,304
67
$390K 0.19%
288
+115
68
$389K 0.19%
26,822
-265
69
$369K 0.18%
4,829
+621
70
$366K 0.18%
3,563
-356
71
$360K 0.18%
10,461
+1,436
72
$358K 0.18%
4,091
-2,473
73
$358K 0.18%
5,081
74
$355K 0.18%
4,026
-50
75
$354K 0.18%
1,180
-195
1 2
3
4 5