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
$345M
AUM Growth
-$31.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$4.94M
2
+$2.48M
3
+$2.39M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.79M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$1.24M

Top Sells

1
+$3.69M
2
+$3.27M
3
+$2.92M
4
IYW icon
iShares US Technology ETF
IYW
+$2.24M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$2.14M

Sector Composition

1 Technology 5.73%
2 Healthcare 1.95%
3 Consumer Discretionary 1.3%
4 Financials 1.17%
5 Industrials 0.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$356K 0.1%
16,113
+24
102
$334K 0.1%
5,037
+148
103
$331K 0.1%
20,574
+180
104
$330K 0.1%
3,099
-3,401
105
$328K 0.1%
3,701
+268
106
$325K 0.09%
15,539
-8,961
107
$325K 0.09%
14,833
-9,667
108
$319K 0.09%
32,330
-2,170
109
$316K 0.09%
2,140
+8
110
$312K 0.09%
3,350
111
$303K 0.09%
514
-25
112
$301K 0.09%
984
+3
113
$300K 0.09%
3,766
114
$300K 0.09%
6,894
+1,541
115
$299K 0.09%
963
116
$294K 0.09%
3,560
-1,473
117
$290K 0.08%
895
118
$290K 0.08%
7,053
-2,072
119
$286K 0.08%
1,988
+339
120
$275K 0.08%
2,769
+4
121
$272K 0.08%
10,907
+30
122
$271K 0.08%
2,851
-755
123
$263K 0.08%
812
124
$262K 0.08%
38,345
-1
125
$259K 0.08%
2,674
3 4
5
6 7