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
$345M
AUM Growth
-$31.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$4.94M
2
+$2.48M
3
+$2.39M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.79M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$1.24M

Top Sells

1
+$3.69M
2
+$3.27M
3
+$2.92M
4
IYW icon
iShares US Technology ETF
IYW
+$2.24M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$2.14M

Sector Composition

1 Technology 5.73%
2 Healthcare 1.95%
3 Consumer Discretionary 1.3%
4 Financials 1.17%
5 Industrials 0.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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163
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