PWA

Physician Wealth Advisors Portfolio holdings

AUM $719M
1-Year Est. Return 19.48%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.48%
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
+$11.2M
2
+$4.53M
3
+$4.5M
4
SCHJ icon
Schwab 1-5 Year Corporate Bond ETF
SCHJ
+$2.99M
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$2.94M

Top Sells

1
+$11.3M
2
+$5.86M
3
+$4.88M
4
ESGE icon
iShares ESG Aware MSCI EM ETF
ESGE
+$4.39M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$3.23M

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
3 4 5 6
7