PWA

Physician Wealth Advisors Portfolio holdings

AUM $637M
1-Year Est. Return 14.15%
This Quarter Est. Return
1 Year Est. Return
+14.15%
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
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$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%
39,375
152
$11.6K ﹤0.01%
1,153
153
-1,528
154
-2,826