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
$349M
AUM Growth
+$41.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$5.82M
2
+$4.81M
3
+$3.63M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$2.75M
5
COMT icon
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
+$2.67M

Top Sells

1
+$1.46M
2
+$809K
3
+$644K
4
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$418K
5
USIG icon
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
+$285K

Sector Composition

1 Technology 5.37%
2 Healthcare 2.45%
3 Consumer Discretionary 1.34%
4 Financials 1.33%
5 Industrials 1.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$261K 0.07%
3,221
+885
127
$258K 0.07%
4,606
+231
128
$248K 0.07%
1,740
+7
129
$247K 0.07%
15,611
130
$246K 0.07%
2,826
131
$245K 0.07%
10,400
132
$245K 0.07%
1,119
-54
133
$236K 0.07%
+7,207
134
$235K 0.07%
1,835
+73
135
$228K 0.07%
+4,280
136
$228K 0.07%
5,553
-80
137
$228K 0.07%
4,557
+377
138
$228K 0.07%
1,492
+2
139
$225K 0.06%
2,623
-16
140
$221K 0.06%
4,550
141
$220K 0.06%
+2,549
142
$217K 0.06%
5,711
143
$215K 0.06%
11,287
144
$213K 0.06%
+895
145
$210K 0.06%
1,542
146
$205K 0.06%
+5,632
147
$204K 0.06%
+3,395
148
$202K 0.06%
1,418
+1
149
$200K 0.06%
+1,645
150
$200K 0.06%
+478
3 4 5
6
7