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
$249M
AUM Growth
+$1.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$2.1M
2
+$2.02M
3
+$1.95M
4
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$1.57M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$1.22M

Top Sells

1
+$1.18M
2
+$945K
3
+$933K
4
IBM icon
IBM
IBM
+$487K
5
PEP icon
PepsiCo
PEP
+$320K

Sector Composition

1 Technology 5.13%
2 Healthcare 2.45%
3 Consumer Discretionary 1.27%
4 Financials 1.16%
5 Industrials 1.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$439K 0.18%
3,901
+99
77
$421K 0.17%
26,822
78
$420K 0.17%
1,273
-400
79
$413K 0.17%
5,056
+2
80
$397K 0.16%
2,973
+303
81
$395K 0.16%
2,853
+1
82
$392K 0.16%
6,500
83
$388K 0.16%
14,062
-25
84
$382K 0.15%
3,181
+321
85
$380K 0.15%
9,751
+355
86
$361K 0.14%
10,513
87
$341K 0.14%
1,606
+2
88
$339K 0.14%
34,500
89
$337K 0.14%
7,593
+947
90
$332K 0.13%
4,162
+46
91
$329K 0.13%
6,532
+63
92
$327K 0.13%
4,468
-267
93
$322K 0.13%
3,960
94
$312K 0.13%
2,597
-116
95
$307K 0.12%
6,192
96
$304K 0.12%
6,000
97
$302K 0.12%
4,830
98
$300K 0.12%
9,030
+8
99
$297K 0.12%
17,133
+744
100
$295K 0.12%
5,500
2 3
4
5 6