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
$364M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$4.49M
2
+$3M
3
+$2.27M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$1.93M
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$1.34M

Top Sells

1
+$2.69M
2
+$2.53M
3
+$2.45M
4
FTEC icon
Fidelity MSCI Information Technology Index ETF
FTEC
+$2.02M
5
NVDA icon
NVIDIA
NVDA
+$1.87M

Sector Composition

1 Technology 5.38%
2 Healthcare 2.18%
3 Consumer Discretionary 1.35%
4 Financials 1.28%
5 Industrials 1.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$996K 0.27%
3,504
-227
52
$985K 0.27%
8,597
+139
53
$958K 0.26%
6,780
-20
54
$944K 0.26%
5,353
+1
55
$928K 0.26%
4,438
56
$896K 0.25%
20,944
+1,598
57
$855K 0.24%
6,500
58
$828K 0.23%
2,550
+3
59
$822K 0.23%
7,958
+89
60
$772K 0.21%
7,301
+547
61
$756K 0.21%
6,866
+330
62
$753K 0.21%
1,135
63
$748K 0.21%
1,741
64
$744K 0.2%
2,772
+6
65
$724K 0.2%
13,951
66
$720K 0.2%
5,080
+180
67
$713K 0.2%
2,002
68
$711K 0.2%
1,571
+78
69
$691K 0.19%
24,500
70
$637K 0.18%
29,120
-85,440
71
$635K 0.17%
35,214
-2,244
72
$622K 0.17%
11,424
+2
73
$622K 0.17%
24,500
74
$620K 0.17%
9,015
+98
75
$618K 0.17%
9,945
+106
1 2
3
4 5