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
101
$333K 0.11%
1,283
102
$329K 0.11%
4,477
103
$326K 0.11%
2,711
104
$323K 0.11%
1,300
105
$316K 0.1%
1,400
+1
106
$314K 0.1%
2,832
107
$311K 0.1%
129
-11
108
$306K 0.1%
3,680
-1,268
109
$304K 0.1%
13,098
-3,972
110
$303K 0.1%
+32,175
111
$301K 0.1%
1,006
+220
112
$288K 0.09%
913
+1
113
$286K 0.09%
5,471
-1,284
114
$285K 0.09%
11,721
+1,963
115
$283K 0.09%
5,633
+307
116
$280K 0.09%
602
117
$279K 0.09%
2,669
+1
118
$278K 0.09%
4,930
+6
119
$275K 0.09%
1,372
120
$273K 0.09%
3,350
121
$267K 0.09%
4,998
+414
122
$262K 0.09%
2,089
123
$260K 0.08%
2,765
+5
124
$258K 0.08%
4,375
+500
125
$256K 0.08%
1,173
2 3 4
5
6