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
$349M
AUM Growth
+$41.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$5.82M
2
+$4.81M
3
+$3.63M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$2.75M
5
COMT icon
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
+$2.67M

Top Sells

1
+$1.46M
2
+$809K
3
+$644K
4
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$418K
5
USIG icon
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
+$285K

Sector Composition

1 Technology 5.37%
2 Healthcare 2.45%
3 Consumer Discretionary 1.34%
4 Financials 1.33%
5 Industrials 1.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$951K 0.27%
2,613
-3
52
$906K 0.26%
4,438
+1
53
$898K 0.26%
5,352
-38
54
$894K 0.26%
2,547
-122
55
$892K 0.26%
6,500
56
$873K 0.25%
6,800
-220
57
$847K 0.24%
19,346
+3,578
58
$840K 0.24%
2,766
+367
59
$774K 0.22%
7,869
+175
60
$772K 0.22%
24,500
61
$770K 0.22%
1,741
+39
62
$765K 0.22%
2,002
-98
63
$731K 0.21%
6,536
+416
64
$719K 0.21%
6,754
+2,161
65
$716K 0.21%
13,951
-64
66
$660K 0.19%
37,458
-36,528
67
$655K 0.19%
1,135
68
$653K 0.19%
4,900
+120
69
$652K 0.19%
5,081
70
$639K 0.18%
11,422
-27
71
$635K 0.18%
24,500
72
$624K 0.18%
1,493
+8
73
$622K 0.18%
11,667
+33
74
$620K 0.18%
3,646
-5
75
$620K 0.18%
2,541
-11
1 2
3
4 5