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
$364M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$4.49M
2
+$3M
3
+$2.27M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$1.93M
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$1.34M

Top Sells

1
+$2.69M
2
+$2.53M
3
+$2.45M
4
FTEC icon
Fidelity MSCI Information Technology Index ETF
FTEC
+$2.02M
5
NVDA icon
NVIDIA
NVDA
+$1.87M

Sector Composition

1 Technology 5.38%
2 Healthcare 2.18%
3 Consumer Discretionary 1.35%
4 Financials 1.28%
5 Industrials 1.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$372K 0.1%
4,932
102
$369K 0.1%
1,525
+2
103
$368K 0.1%
5,029
+2
104
$352K 0.1%
2,758
+41
105
$351K 0.1%
4,732
-12
106
$349K 0.1%
600
-2
107
$349K 0.1%
1,409
+2
108
$346K 0.1%
1,300
109
$336K 0.09%
1,259
-113
110
$336K 0.09%
8,700
111
$335K 0.09%
4,275
+9
112
$335K 0.09%
17,258
-163
113
$334K 0.09%
954
+2
114
$327K 0.09%
129
115
$320K 0.09%
5,445
-26,877
116
$317K 0.09%
786
117
$314K 0.09%
5,500
118
$310K 0.09%
2,786
119
$305K 0.08%
3,655
-386
120
$299K 0.08%
3,533
+10
121
$298K 0.08%
2,718
+47
122
$297K 0.08%
2,773
+3
123
$295K 0.08%
5,649
+1,043
124
$282K 0.08%
2,826
125
$279K 0.08%
3,350
3 4
5
6 7