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
$200M
AUM Growth
-$24.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$7.15M
2
+$4.73M
3
+$3.98M
4
ESGE icon
iShares ESG Aware MSCI EM ETF
ESGE
+$3.68M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$2.4M

Top Sells

1
+$2.41M
2
+$2.24M
3
+$2.09M
4
MBB icon
iShares MBS ETF
MBB
+$1.88M
5
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$1.68M

Sector Composition

1 Technology 4.38%
2 Healthcare 2.63%
3 Consumer Staples 1.35%
4 Industrials 1.27%
5 Financials 1.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$337K 0.17%
2,825
+1
77
$325K 0.16%
3,221
+1,242
78
$324K 0.16%
8,886
-2,357
79
$299K 0.15%
2,592
+551
80
$297K 0.15%
1,592
+500
81
$296K 0.15%
13,687
-8,850
82
$295K 0.15%
13,264
+1,157
83
$287K 0.14%
+18,882
84
$284K 0.14%
6,337
-2,560
85
$268K 0.13%
4,626
+214
86
$267K 0.13%
8,070
-924
87
$263K 0.13%
4,160
-940
88
$257K 0.13%
3,350
89
$257K 0.13%
7,271
+242
90
$256K 0.13%
16,305
-465
91
$255K 0.13%
1,200
-345
92
$255K 0.13%
+5,204
93
$254K 0.13%
4,802
+1,111
94
$238K 0.12%
2,435
+588
95
$236K 0.12%
+702
96
$233K 0.12%
4,019
+296
97
$230K 0.11%
3,825
+43
98
$215K 0.11%
2,944
-327
99
$214K 0.11%
2,229
-1,114
100
$209K 0.1%
2,696
-67
2 3
4
5 6