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
$364M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$4.49M
2
+$3M
3
+$2.27M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$1.93M
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$1.34M

Top Sells

1
+$2.69M
2
+$2.53M
3
+$2.45M
4
FTEC icon
Fidelity MSCI Information Technology Index ETF
FTEC
+$2.02M
5
NVDA icon
NVIDIA
NVDA
+$1.87M

Sector Composition

1 Technology 5.38%
2 Healthcare 2.18%
3 Consumer Discretionary 1.35%
4 Financials 1.28%
5 Industrials 1.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$608K 0.17%
4,029
-34
77
$604K 0.17%
18,917
-29
78
$602K 0.17%
11,588
-79
79
$590K 0.16%
5,081
80
$589K 0.16%
3,650
+4
81
$585K 0.16%
2,534
-7
82
$564K 0.16%
31,356
-552
83
$537K 0.15%
3,043
-9
84
$535K 0.15%
6,275
-695
85
$521K 0.14%
6,138
86
$502K 0.14%
1,126
+55
87
$486K 0.13%
10,365
+423
88
$485K 0.13%
11,679
+500
89
$466K 0.13%
26,822
90
$431K 0.12%
3,118
91
$427K 0.12%
6,777
-42,657
92
$424K 0.12%
7,048
+146
93
$420K 0.12%
+12,332
94
$416K 0.11%
6,778
+155
95
$408K 0.11%
12,895
+693
96
$398K 0.11%
2,754
+43
97
$390K 0.11%
7,527
+271
98
$387K 0.11%
34,500
99
$376K 0.1%
16,089
+30
100
$373K 0.1%
6,959
+25
2 3
4
5 6