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
$294M
AUM Growth
+$44.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$5.46M
3
+$5.07M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$3.28M
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$3.07M

Top Sells

1
+$12.5M
2
+$5.86M
3
+$5.23M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$4.88M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$3.92M

Sector Composition

1 Technology 5.46%
2 Healthcare 2.77%
3 Consumer Discretionary 1.48%
4 Financials 1.31%
5 Industrials 1.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$514K 0.17%
32,088
-5,910
77
$506K 0.17%
4,780
+820
78
$500K 0.17%
14,647
+585
79
$492K 0.17%
9,829
+799
80
$479K 0.16%
5,081
81
$477K 0.16%
2,608
+11
82
$455K 0.15%
9,915
-24
83
$450K 0.15%
9,864
+113
84
$445K 0.15%
6,138
+138
85
$444K 0.15%
26,822
86
$410K 0.14%
7,345
-248
87
$405K 0.14%
6,661
+129
88
$387K 0.13%
34,500
89
$377K 0.13%
17,070
+5,534
90
$372K 0.13%
4,948
+591
91
$368K 0.13%
5,058
+2
92
$355K 0.12%
10,286
-227
93
$354K 0.12%
2,736
-117
94
$353K 0.12%
3,949
-213
95
$347K 0.12%
16,674
-459
96
$344K 0.12%
23,200
+5,640
97
$330K 0.11%
1,532
-74
98
$322K 0.11%
+6,755
99
$322K 0.11%
4,477
+9
100
$321K 0.11%
4,830
2 3
4
5 6