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
$349M
AUM Growth
+$41.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$5.82M
2
+$4.81M
3
+$3.63M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$2.75M
5
COMT icon
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
+$2.67M

Top Sells

1
+$1.46M
2
+$809K
3
+$644K
4
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$418K
5
USIG icon
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
+$285K

Sector Composition

1 Technology 5.37%
2 Healthcare 2.45%
3 Consumer Discretionary 1.34%
4 Financials 1.33%
5 Industrials 1.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$368K 0.11%
4,041
-9
102
$366K 0.1%
16,059
-735
103
$364K 0.1%
1,523
-10
104
$352K 0.1%
33,375
+1,200
105
$352K 0.1%
8,700
-1,000
106
$351K 0.1%
1,372
107
$345K 0.1%
2,717
+6
108
$342K 0.1%
2,786
-46
109
$338K 0.1%
5,500
110
$337K 0.1%
1,300
111
$334K 0.1%
1,407
+7
112
$326K 0.09%
4,266
-211
113
$316K 0.09%
602
114
$312K 0.09%
32,322
+27,324
115
$311K 0.09%
952
+39
116
$311K 0.09%
786
-220
117
$292K 0.08%
2,770
+5
118
$283K 0.08%
129
119
$283K 0.08%
3,523
-157
120
$282K 0.08%
1,278
-5
121
$276K 0.08%
3,350
122
$274K 0.08%
4,936
+6
123
$269K 0.08%
4,744
-727
124
$265K 0.08%
2,055
-34
125
$264K 0.08%
2,671
+2
3 4
5
6 7