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
151
$210K 0.06%
474
-4
152
$209K 0.06%
+1,733
153
$208K 0.06%
11,280
+300
154
$203K 0.06%
5,592
-40
155
$202K 0.06%
+1,040
156
$202K 0.06%
890
-229
157
$200K 0.06%
1,729
+84
158
– –
-1,418
159
– –
-16,666
160
– –
-3,395
3 4 5 6
7