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
$364M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$4.49M
2
+$3M
3
+$2.27M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$1.93M
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$1.34M

Top Sells

1
+$2.69M
2
+$2.53M
3
+$2.45M
4
FTEC icon
Fidelity MSCI Information Technology Index ETF
FTEC
+$2.02M
5
NVDA icon
NVIDIA
NVDA
+$1.87M

Sector Composition

1 Technology 5.38%
2 Healthcare 2.18%
3 Consumer Discretionary 1.35%
4 Financials 1.28%
5 Industrials 1.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$278K 0.08%
3,454
+233
127
$277K 0.08%
1,278
128
$277K 0.08%
2,153
+98
129
$267K 0.07%
5,040
+760
130
$265K 0.07%
5,711
131
$262K 0.07%
4,942
+6
132
$259K 0.07%
+812
133
$258K 0.07%
1,542
134
$255K 0.07%
30,375
-3,000
135
$253K 0.07%
+868
136
$252K 0.07%
10,400
137
$249K 0.07%
6,080
+527
138
$244K 0.07%
4,550
139
$244K 0.07%
1,835
140
$238K 0.07%
2,623
141
$236K 0.06%
12,452
+1,165
142
$235K 0.06%
15,611
143
$233K 0.06%
1,494
+2
144
$232K 0.06%
7,207
145
$230K 0.06%
+2,085
146
$228K 0.06%
1,747
+7
147
$221K 0.06%
+1,336
148
$221K 0.06%
4,418
-139
149
$213K 0.06%
895
150
$211K 0.06%
2,808
+259
3 4 5
6
7