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
$389M
AUM Growth
-$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$7.61M
2
+$3.48M
3
+$3.04M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.68M
5
TNA icon
Direxion Daily Small Cap Bull 3x Shares
TNA
+$1.58M

Top Sells

1
+$4.29M
2
+$3.53M
3
+$2.83M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$2.75M
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$2.36M

Sector Composition

1 Technology 5.89%
2 Healthcare 2.28%
3 Consumer Discretionary 1.22%
4 Financials 1.04%
5 Consumer Staples 0.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-26,822
152
– –
-1,662
153
– –
-2,598
154
– –
-2,790
155
– –
-1,153
156
– –
-4,012
3 4 5 6
7