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
$381M
AUM Growth
+$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$15.2M
2
+$2.99M
3
+$2.67M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$2.29M
5
IYW icon
iShares US Technology ETF
IYW
+$1.25M

Top Sells

1
+$12M
2
+$2.61M
3
+$2.41M
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$1.96M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.77M

Sector Composition

1 Technology 5.4%
2 Healthcare 1.89%
3 Financials 1.08%
4 Consumer Discretionary 1.05%
5 Consumer Staples 0.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$58.7K 0.02%
1,313
152
$11.6K ﹤0.01%
1,153
153
– –
-1,528
154
– –
-2,826
3 4 5 6
7