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
$249M
AUM Growth
+$1.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$2.1M
2
+$2.02M
3
+$1.95M
4
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$1.57M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$1.22M

Top Sells

1
+$1.18M
2
+$945K
3
+$933K
4
IBM icon
IBM
IBM
+$487K
5
PEP icon
PepsiCo
PEP
+$320K

Sector Composition

1 Technology 5.13%
2 Healthcare 2.45%
3 Consumer Discretionary 1.27%
4 Financials 1.16%
5 Industrials 1.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$663K 0.27%
4,303
-14
52
$661K 0.27%
10,938
+24
53
$640K 0.26%
12,779
-18,861
54
$615K 0.25%
24,500
55
$604K 0.24%
2,311
-385
56
$604K 0.24%
15,134
-1,917
57
$584K 0.23%
2,012
-342
58
$582K 0.23%
8,017
+87
59
$571K 0.23%
12,617
-113
60
$562K 0.23%
1,180
61
$560K 0.22%
6,900
-380
62
$538K 0.22%
6,144
+675
63
$537K 0.22%
24,500
64
$533K 0.21%
1,702
65
$531K 0.21%
1,458
66
$516K 0.21%
3,719
+4
67
$500K 0.2%
37,998
-3,366
68
$493K 0.2%
27,748
69
$491K 0.2%
11,049
-149
70
$484K 0.19%
3,050
+516
71
$478K 0.19%
2,585
-218
72
$473K 0.19%
18,889
+3
73
$465K 0.19%
9,939
+390
74
$450K 0.18%
5,081
75
$450K 0.18%
2,397
-86
1 2
3
4 5