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
$389M
AUM Growth
-$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$7.61M
2
+$3.48M
3
+$3.04M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.68M
5
TNA icon
Direxion Daily Small Cap Bull 3x Shares
TNA
+$1.58M

Top Sells

1
+$4.29M
2
+$3.53M
3
+$2.83M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$2.75M
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$2.36M

Sector Composition

1 Technology 5.89%
2 Healthcare 2.28%
3 Consumer Discretionary 1.22%
4 Financials 1.04%
5 Consumer Staples 0.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.17M 0.3%
11,351
-139
52
$1.14M 0.29%
8,036
+1
53
$1.08M 0.28%
18,381
+4,324
54
$1.08M 0.28%
6,663
+6
55
$1.05M 0.27%
7,604
+166
56
$1.04M 0.27%
11,100
+280
57
$983K 0.25%
1,759
+69
58
$854K 0.22%
28,439
-339
59
$841K 0.22%
4,243
60
$794K 0.2%
5,010
+5
61
$793K 0.2%
8,803
+15
62
$776K 0.2%
2,436
63
$769K 0.2%
4,887
-3
64
$761K 0.2%
11,124
65
$744K 0.19%
1,812
66
$737K 0.19%
1,867
-38
67
$698K 0.18%
1,237
68
$696K 0.18%
7,978
+480
69
$650K 0.17%
4,534
-4
70
$626K 0.16%
4,491
+81
71
$611K 0.16%
12,156
-8,290
72
$585K 0.15%
34,314
73
$556K 0.14%
10,707
+3
74
$546K 0.14%
21,939
+1,136
75
$544K 0.14%
5,284
-677
1 2
3
4 5