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
$249M
AUM Growth
+$1.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$2.1M
2
+$2.02M
3
+$1.95M
4
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$1.57M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$1.22M

Top Sells

1
+$1.18M
2
+$945K
3
+$933K
4
IBM icon
IBM
IBM
+$487K
5
PEP icon
PepsiCo
PEP
+$320K

Sector Composition

1 Technology 5.13%
2 Healthcare 2.45%
3 Consumer Discretionary 1.27%
4 Financials 1.16%
5 Industrials 1.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$291K 0.12%
6,700
102
$290K 0.12%
2,830
+3
103
$290K 0.12%
604
-40
104
$285K 0.11%
918
+50
105
$280K 0.11%
4,849
+5
106
$279K 0.11%
3,350
107
$279K 0.11%
1,354
108
$274K 0.11%
3,268
+341
109
$264K 0.11%
1,300
110
$256K 0.1%
811
-180
111
$250K 0.1%
1,394
-14
112
$243K 0.1%
2,831
113
$238K 0.1%
11,536
-2,685
114
$236K 0.09%
1,479
-33
115
$235K 0.09%
2,953
+11
116
$231K 0.09%
4,357
+24
117
$225K 0.09%
140
-53
118
$221K 0.09%
17,560
-1,440
119
$221K 0.09%
3,834
+7
120
$218K 0.09%
3,019
-437
121
$217K 0.09%
15,611
122
$216K 0.09%
4,190
-15
123
$209K 0.08%
+1,683
124
$206K 0.08%
1,642
125
$171K 0.07%
10,400
2 3 4
5
6