PWA

Physician Wealth Advisors Portfolio holdings

AUM $637M
1-Year Est. Return 14.15%
This Quarter Est. Return
1 Year Est. Return
+14.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$307M
AUM Growth
+$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$2M
2
+$1.64M
3
+$1.06M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$921K
5
XSOE icon
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
+$469K

Top Sells

1
+$591K
2
+$408K
3
+$336K
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$296K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$254K

Sector Composition

1 Technology 5.33%
2 Healthcare 2.6%
3 Financials 1.37%
4 Consumer Discretionary 1.34%
5 Industrials 1.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$544K 0.18%
9,834
+5
77
$536K 0.17%
1,485
78
$532K 0.17%
4,780
79
$527K 0.17%
31,908
-180
80
$514K 0.17%
6,138
81
$492K 0.16%
2,608
82
$484K 0.16%
4,593
+2,320
83
$461K 0.15%
9,918
+3
84
$454K 0.15%
26,822
85
$444K 0.14%
9,243
-621
86
$435K 0.14%
11,986
+1,700
87
$435K 0.14%
1,071
-379
88
$415K 0.14%
6,673
+12
89
$403K 0.13%
34,500
90
$401K 0.13%
12,461
-2,186
91
$401K 0.13%
9,700
+3,000
92
$396K 0.13%
28,280
+5,080
93
$387K 0.13%
5,060
+2
94
$376K 0.12%
7,146
-199
95
$373K 0.12%
2,736
96
$371K 0.12%
16,794
+120
97
$363K 0.12%
5,500
98
$353K 0.11%
4,050
+101
99
$351K 0.11%
1,533
+1
100
$341K 0.11%
4,830
2 3
4
5 6