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
$377M
AUM Growth
-$4.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$9.39M
2
+$7.37M
3
+$7.21M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$4.46M
5
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$3.22M

Top Sells

1
+$5.43M
2
+$3.2M
3
+$2.94M
4
VLUE icon
iShares MSCI USA Value Factor ETF
VLUE
+$1.93M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$1.38M

Sector Composition

1 Technology 5.58%
2 Healthcare 2.02%
3 Consumer Discretionary 1.25%
4 Financials 1.21%
5 Industrials 0.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.22M 0.86%
+127,613
27
$3.16M 0.84%
30,536
-18,648
28
$2.95M 0.78%
28,391
+7,869
29
$2.93M 0.78%
29,416
-53
30
$2.85M 0.76%
66,853
+21,972
31
$2.63M 0.7%
52,419
+9,938
32
$2.24M 0.6%
23,633
-6,895
33
$2.19M 0.58%
11,202
-527
34
$2.18M 0.58%
83,013
+6,222
35
$2.14M 0.57%
34,225
-946
36
$2.06M 0.55%
86,112
+119
37
$1.96M 0.52%
18,412
+743
38
$1.95M 0.52%
16,258
-21
39
$1.94M 0.52%
+64,611
40
$1.88M 0.5%
4,771
+5
41
$1.69M 0.45%
16,310
+855
42
$1.69M 0.45%
33,126
+10,506
43
$1.64M 0.44%
+30,284
44
$1.51M 0.4%
6,364
45
$1.49M 0.4%
4,686
+39
46
$1.44M 0.38%
11,420
-20
47
$1.4M 0.37%
+9,609
48
$1.27M 0.34%
8,229
+77
49
$1.2M 0.32%
3,099
-3,570
50
$1.15M 0.3%
16,342
+38
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2
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