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
151
$192K 0.06%
+10,980
152
– –
-2,841
153
– –
-11,721
154
– –
-1,059
155
– –
-4,015
156
– –
-967
3 4 5 6
7