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
$248M
AUM Growth
+$48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$3.68M
2
+$2.52M
3
+$1.75M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.23M
5
IYG icon
iShares US Financial Services ETF
IYG
+$1.18M

Top Sells

1
+$3.35M
2
+$2.13M
3
+$1.87M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$1.86M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$1.01M

Sector Composition

1 Technology 5.42%
2 Healthcare 2.5%
3 Industrials 1.32%
4 Financials 1.3%
5 Consumer Discretionary 1.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.2M 0.89%
22,745
-1,218
27
$2.1M 0.85%
49,176
+41,106
28
$1.81M 0.73%
37,392
+5,712
29
$1.72M 0.69%
20,827
+558
30
$1.68M 0.68%
37,927
+561
31
$1.67M 0.67%
5,418
-846
32
$1.58M 0.64%
31,640
-42,605
33
$1.4M 0.56%
8,900
+1,040
34
$1.37M 0.55%
101,844
-1,128
35
$1.33M 0.54%
7,114
36
$1.28M 0.52%
9,484
-70
37
$1.28M 0.52%
9,398
+16
38
$1.18M 0.48%
+28,164
39
$1.17M 0.47%
18,394
+966
40
$1.13M 0.45%
9,477
+627
41
$1.12M 0.45%
7,958
+328
42
$1.11M 0.45%
21,914
+3,975
43
$1.04M 0.42%
9,877
+1,000
44
$960K 0.39%
4,514
-290
45
$959K 0.39%
8,034
-15,633
46
$850K 0.34%
+15,757
47
$772K 0.31%
7,126
-328
48
$760K 0.31%
2,354
-59
49
$750K 0.3%
6,399
+184
50
$746K 0.3%
6,343
-192
1
2
3 4 5