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
$294M
AUM Growth
+$44.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1 +$12.3M
2 +$5.46M
3 +$5.07M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$3.28M
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$3.07M

Top Sells

1 +$12.5M
2 +$5.86M
3 +$5.23M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$4.88M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$3.92M

Sector Composition

1 Technology 5.46%
2 Healthcare 2.77%
3 Consumer Discretionary 1.48%
4 Financials 1.31%
5 Industrials 1.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-3,050