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
$205M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$50.5M
2
+$15.5M
3
+$14.7M
4
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$6.84M
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$6.66M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 3.54%
2 Technology 3.23%
3 Industrials 1.69%
4 Communication Services 1.15%
5 Financials 1.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.56M 0.76%
+14,405
27
$1.55M 0.76%
+16,865
28
$1.49M 0.73%
+21,694
29
$1.36M 0.66%
+9,546
30
$1.35M 0.66%
+23,199
31
$1.33M 0.65%
+7,373
32
$1.23M 0.6%
+9,165
33
$1.21M 0.59%
+8,968
34
$1.17M 0.57%
+10,775
35
$1.06M 0.52%
+8,649
36
$1.01M 0.5%
+81,048
37
$876K 0.43%
+8,067
38
$871K 0.43%
+9,135
39
$842K 0.41%
+7,891
40
$742K 0.36%
+6,509
41
$739K 0.36%
+40,000
42
$726K 0.35%
+16,762
43
$709K 0.35%
+5,453
44
$690K 0.34%
+2,202
45
$686K 0.34%
+3,133
46
$645K 0.32%
+24,202
47
$644K 0.31%
+7,260
48
$623K 0.3%
+3,116
49
$617K 0.3%
+14,292
50
$617K 0.3%
+7,755
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