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
$345M
AUM Growth
-$31.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$4.94M
2
+$2.48M
3
+$2.39M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.79M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$1.24M

Top Sells

1
+$3.69M
2
+$3.27M
3
+$2.92M
4
IYW icon
iShares US Technology ETF
IYW
+$2.24M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$2.14M

Sector Composition

1 Technology 5.73%
2 Healthcare 1.95%
3 Consumer Discretionary 1.3%
4 Financials 1.17%
5 Industrials 0.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$984K 0.29%
3,325
+66
52
$970K 0.28%
8,090
+42
53
$960K 0.28%
9,431
+1,810
54
$917K 0.27%
8,799
+121
55
$910K 0.26%
9,478
-21,058
56
$908K 0.26%
1,661
-25
57
$837K 0.24%
5,088
-130
58
$805K 0.23%
4,287
+3
59
$800K 0.23%
2,283
+296
60
$782K 0.23%
8,021
-1,071
61
$712K 0.21%
124,000
+117,800
62
$700K 0.2%
7,175
+158
63
$685K 0.2%
1,741
64
$667K 0.19%
2,116
-202
65
$644K 0.19%
3,705
-15
66
$609K 0.18%
105,420
+100,220
67
$562K 0.16%
7,290
+943
68
$561K 0.16%
1,237
69
$547K 0.16%
33,741
+435
70
$539K 0.16%
2,550
-71
71
$533K 0.15%
28,880
+670
72
$532K 0.15%
18,294
-577
73
$524K 0.15%
9,753
+711
74
$519K 0.15%
9,617
-435
75
$508K 0.15%
8,970
-167
1 2
3
4 5