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
$389M
AUM Growth
-$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$7.61M
2
+$3.48M
3
+$3.04M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.68M
5
TNA icon
Direxion Daily Small Cap Bull 3x Shares
TNA
+$1.58M

Top Sells

1
+$4.29M
2
+$3.53M
3
+$2.83M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$2.75M
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$2.36M

Sector Composition

1 Technology 5.89%
2 Healthcare 2.28%
3 Consumer Discretionary 1.22%
4 Financials 1.04%
5 Consumer Staples 0.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$512K 0.13%
895
77
$495K 0.13%
2,111
-48
78
$488K 0.13%
8,445
-224
79
$487K 0.13%
2,921
+43
80
$480K 0.12%
10,031
+554
81
$455K 0.12%
4,357
+17
82
$452K 0.12%
13,309
-964
83
$431K 0.11%
9,176
+1,549
84
$431K 0.11%
18,464
+39
85
$426K 0.11%
8,907
+316
86
$420K 0.11%
11,981
-342
87
$415K 0.11%
9,571
+1,476
88
$413K 0.11%
2,950
-589
89
$409K 0.11%
2,620
-10
90
$405K 0.1%
938
-43
91
$405K 0.1%
1,621
+4
92
$399K 0.1%
6,709
+35
93
$396K 0.1%
23,649
-1,125
94
$382K 0.1%
14,471
-57
95
$359K 0.09%
9,539
96
$344K 0.09%
2,824
+3
97
$339K 0.09%
2,006
+3
98
$334K 0.09%
111
99
$334K 0.09%
10,062
+540
100
$333K 0.09%
2,849
2 3
4
5 6