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
$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
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$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
1
$59.8M 16.44%
133,582
+2,256
2
$22.5M 6.19%
219,649
+13,094
3
$20.8M 5.71%
273,143
+6,629
4
$20.3M 5.58%
198,724
+2,619
5
$19.2M 5.28%
365,920
+36,720
6
$10.7M 2.94%
98,199
+27,554
7
$10.5M 2.9%
201,623
+15,987
8
$10.1M 2.77%
69,515
+350
9
$8.9M 2.45%
170,916
-573
10
$7.03M 1.93%
62,728
+1,427
11
$7.01M 1.93%
110,073
-298
12
$6.7M 1.84%
263,388
-96,200
13
$6.54M 1.8%
86,121
+199
14
$5.85M 1.61%
80,025
+1,124
15
$5.83M 1.6%
91,396
+5,979
16
$5.73M 1.58%
55,142
+3,168
17
$5.22M 1.44%
95,215
+4,485
18
$5.15M 1.42%
133,495
-26,758
19
$4.99M 1.37%
180,800
+1,242
20
$4.93M 1.35%
190,880
+11,092
21
$4.82M 1.33%
151,482
-865
22
$4.49M 1.24%
+42,429
23
$4.25M 1.17%
13,988
+312
24
$4.12M 1.13%
65,188
25
$3.6M 0.99%
43,777
-3,801
1
2 3 4 5