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
$225M
AUM Growth
+$20M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$1.59M
2
+$1.08M
3
+$969K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$950K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$823K

Top Sells

1
+$229K
2
+$150K
3
+$142K
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$132K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$106K

Sector Composition

1 Technology 4.42%
2 Healthcare 3.61%
3 Industrials 1.59%
4 Financials 1.21%
5 Consumer Staples 1.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.88M 0.84%
17,334
+2,929
27
$1.68M 0.75%
28,876
+5,677
28
$1.68M 0.75%
17,017
+7,882
29
$1.47M 0.65%
15,726
-1,139
30
$1.45M 0.64%
9,554
+8
31
$1.43M 0.64%
20,545
-1,149
32
$1.33M 0.59%
9,735
+570
33
$1.33M 0.59%
7,373
34
$1.29M 0.58%
11,334
+559
35
$1.11M 0.49%
8,613
-36
36
$1.09M 0.49%
8,004
-964
37
$905K 0.4%
8,353
+286
38
$872K 0.39%
8,156
+265
39
$829K 0.37%
63,522
-17,526
40
$782K 0.35%
6,820
+311
41
$763K 0.34%
40,232
+232
42
$706K 0.31%
15,255
-1,507
43
$705K 0.31%
3,086
-47
44
$691K 0.31%
3,116
45
$687K 0.31%
7,260
46
$673K 0.3%
4,879
+896
47
$654K 0.29%
2,074
-33
48
$646K 0.29%
12,826
+881
49
$636K 0.28%
22,537
-1,665
50
$633K 0.28%
7,755
1
2
3 4 5