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
$389M
AUM Growth
-$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$7.61M
2
+$3.48M
3
+$3.04M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.68M
5
TNA icon
Direxion Daily Small Cap Bull 3x Shares
TNA
+$1.58M

Top Sells

1
+$4.29M
2
+$3.53M
3
+$2.83M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$2.75M
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$2.36M

Sector Composition

1 Technology 5.89%
2 Healthcare 2.28%
3 Consumer Discretionary 1.22%
4 Financials 1.04%
5 Consumer Staples 0.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$328K 0.08%
8,120
+277
102
$318K 0.08%
6,138
103
$315K 0.08%
4,587
-176
104
$315K 0.08%
8,095
+47
105
$309K 0.08%
3,651
-544
106
$299K 0.08%
1,012
+2
107
$288K 0.07%
14,158
+4
108
$286K 0.07%
2,669
-5
109
$284K 0.07%
761
110
$283K 0.07%
570
+24
111
$279K 0.07%
32,330
112
$274K 0.07%
2,956
113
$272K 0.07%
38,345
114
$271K 0.07%
1,300
+145
115
$269K 0.07%
6,770
-85
116
$266K 0.07%
503
-52
117
$266K 0.07%
12,480
+45
118
$266K 0.07%
997
119
$266K 0.07%
+4,358
120
$263K 0.07%
2,354
+10
121
$262K 0.07%
4,984
-3,161
122
$260K 0.07%
14,833
123
$259K 0.07%
973
124
$258K 0.07%
17,939
125
$257K 0.07%
15,539
3 4
5
6 7