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
$249M
AUM Growth
+$1.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$2.1M
2
+$2.02M
3
+$1.95M
4
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$1.57M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$1.22M

Top Sells

1
+$1.18M
2
+$945K
3
+$933K
4
IBM icon
IBM
IBM
+$487K
5
PEP icon
PepsiCo
PEP
+$320K

Sector Composition

1 Technology 5.13%
2 Healthcare 2.45%
3 Consumer Discretionary 1.27%
4 Financials 1.16%
5 Industrials 1.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$164K 0.07%
10,489
127
$45K 0.02%
+13,712
128
– –
-1,283
129
– –
-1,640
130
– –
-1,093
131
– –
-4,011
132
– –
-28,164
133
– –
-3,702
134
– –
-6,500
2 3 4 5
6