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
$381M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$2.93M
2
+$2.34M
3
+$2.26M
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$1.22M
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$1.02M

Top Sells

1
+$1.29M
2
+$1.19M
3
+$1.02M
4
IXG icon
iShares Global Financials ETF
IXG
+$740K
5
VLUE icon
iShares MSCI USA Value Factor ETF
VLUE
+$672K

Sector Composition

1 Technology 5.84%
2 Healthcare 1.88%
3 Consumer Discretionary 1.4%
4 Financials 1.21%
5 Industrials 1.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.12M 0.82%
29,469
-1,458
27
$3.1M 0.81%
18,830
+1,961
28
$2.96M 0.78%
65,188
29
$2.94M 0.77%
34,973
-8,804
30
$2.9M 0.76%
6,669
+232
31
$2.54M 0.67%
35,171
-852
32
$2.44M 0.64%
11,729
-41
33
$2.28M 0.6%
20,522
+277
34
$2.26M 0.59%
85,993
+464
35
$2.22M 0.58%
16,279
+174
36
$2.14M 0.56%
42,481
+670
37
$2.09M 0.55%
76,791
+2,427
38
$2.05M 0.54%
17,669
+1,748
39
$2.04M 0.54%
4,766
+7
40
$1.86M 0.49%
11,440
-120
41
$1.66M 0.43%
15,455
+3,464
42
$1.62M 0.43%
6,364
43
$1.59M 0.42%
4,647
+69
44
$1.42M 0.37%
8,152
-61
45
$1.42M 0.37%
44,881
+4,430
46
$1.28M 0.34%
16,304
+204
47
$1.21M 0.32%
22,620
-650
48
$1.21M 0.32%
8,024
-79
49
$1.15M 0.3%
6,590
+1
50
$1.07M 0.28%
3,355
-149
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2
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