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
$200M
AUM Growth
-$24.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$7.15M
2
+$4.73M
3
+$3.98M
4
ESGE icon
iShares ESG Aware MSCI EM ETF
ESGE
+$3.68M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$2.4M

Top Sells

1
+$2.41M
2
+$2.24M
3
+$2.09M
4
MBB icon
iShares MBS ETF
MBB
+$1.88M
5
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$1.68M

Sector Composition

1 Technology 4.38%
2 Healthcare 2.63%
3 Consumer Staples 1.35%
4 Industrials 1.27%
5 Financials 1.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-2,722
127
– –
-6,000
128
– –
-9,326
129
– –
-3,698
130
– –
-4,408
2 3 4 5
6