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
$294M
AUM Growth
+$44.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$5.46M
3
+$5.07M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$3.28M
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$3.07M

Top Sells

1
+$12.5M
2
+$5.86M
3
+$5.23M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$4.88M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$3.92M

Sector Composition

1 Technology 5.46%
2 Healthcare 2.77%
3 Consumer Discretionary 1.48%
4 Financials 1.31%
5 Industrials 1.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$847K 0.29%
5,451
-892
52
$818K 0.28%
4,437
+134
53
$765K 0.26%
2,839
+528
54
$760K 0.26%
7,220
+320
55
$745K 0.25%
2,563
+166
56
$742K 0.25%
8,094
+77
57
$739K 0.25%
6,611
+528
58
$737K 0.25%
6,500
59
$705K 0.24%
11,449
+400
60
$703K 0.24%
2,078
+66
61
$695K 0.24%
1,702
62
$691K 0.24%
14,015
-1,119
63
$688K 0.23%
14,810
-112,611
64
$670K 0.23%
11,039
+101
65
$669K 0.23%
24,500
66
$665K 0.23%
11,634
-983
67
$654K 0.22%
1,135
-45
68
$605K 0.21%
3,648
-71
69
$594K 0.2%
24,500
70
$567K 0.19%
1,450
+177
71
$560K 0.19%
6,464
+320
72
$534K 0.18%
2,551
-34
73
$533K 0.18%
18,891
+2
74
$530K 0.18%
1,485
+27
75
$527K 0.18%
3,933
+32
1 2
3
4 5