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
$345M
AUM Growth
-$31.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$4.94M
2
+$2.48M
3
+$2.39M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.79M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$1.24M

Top Sells

1
+$3.69M
2
+$3.27M
3
+$2.92M
4
IYW icon
iShares US Technology ETF
IYW
+$2.24M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$2.14M

Sector Composition

1 Technology 5.73%
2 Healthcare 1.95%
3 Consumer Discretionary 1.3%
4 Financials 1.17%
5 Industrials 0.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$500K 0.14%
1,218
+47
77
$498K 0.14%
4,681
78
$494K 0.14%
9,758
79
$486K 0.14%
12,277
+355
80
$473K 0.14%
2,958
+185
81
$469K 0.14%
10,620
+6
82
$450K 0.13%
2,800
-483
83
$432K 0.13%
+8,468
84
$428K 0.12%
6,138
85
$427K 0.12%
5,561
-38,039
86
$426K 0.12%
1,611
+26
87
$423K 0.12%
2,962
+39
88
$423K 0.12%
4,932
89
$420K 0.12%
14,807
-130,164
90
$415K 0.12%
9,665
-3,964
91
$413K 0.12%
3,395
+487
92
$413K 0.12%
12,676
-193
93
$406K 0.12%
9,005
+182
94
$406K 0.12%
18,862
-151,794
95
$400K 0.12%
3,766
+359
96
$397K 0.12%
10,737
-1,340
97
$385K 0.11%
4,354
+9
98
$384K 0.11%
7,323
+5
99
$380K 0.11%
26,822
100
$359K 0.1%
6,978
+283
2 3
4
5 6