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
$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
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$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
1
$61.8M 17.89%
149,584
-1,696
2
$30.5M 8.83%
631,140
+25,722
3
$24.4M 7.06%
265,980
-22,376
4
$17.8M 5.15%
194,885
-23,455
5
$15M 4.36%
242,132
-19,258
6
$12.1M 3.52%
75,170
+260
7
$8.68M 2.51%
99,475
+27,369
8
$7.88M 2.28%
155,707
-5,845
9
$7.81M 2.26%
76,645
+17,555
10
$7.77M 2.25%
175,145
-34,265
11
$7.77M 2.25%
306,276
+38,717
12
$7.01M 2.03%
139,660
+2,620
13
$5.71M 1.65%
96,664
+214
14
$5.32M 1.54%
95,558
-12,405
15
$4.94M 1.43%
+211,036
16
$4.74M 1.37%
71,940
-11,296
17
$4.38M 1.27%
172,976
-114
18
$4.03M 1.17%
137,558
-12,471
19
$3.99M 1.16%
27,805
+327
20
$3.94M 1.14%
14,176
+42
21
$3.78M 1.1%
51,397
+7,977
22
$3.71M 1.07%
65,029
-159
23
$3.55M 1.03%
72,919
-9,373
24
$3.46M 1%
151,160
+23,547
25
$2.83M 0.82%
28,797
+406
1
2 3 4 5