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
+$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$15.2M
2
+$2.99M
3
+$2.67M
4
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$2.29M
5
IYW icon
iShares US Technology ETF
IYW
+$1.25M

Top Sells

1
+$12M
2
+$2.61M
3
+$2.41M
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$1.96M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.77M

Sector Composition

1 Technology 5.4%
2 Healthcare 1.89%
3 Financials 1.08%
4 Consumer Discretionary 1.05%
5 Consumer Staples 0.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.99M 1.05%
13,827
-16
27
$3.75M 0.99%
65,029
28
$2.47M 0.65%
29,716
+693
29
$2.46M 0.64%
99,942
-2,529
30
$2.29M 0.6%
41,354
-43,500
31
$2.08M 0.54%
88,457
+56
32
$2.06M 0.54%
20,833
+11,269
33
$1.75M 0.46%
12,414
+147
34
$1.67M 0.44%
33,213
-400
35
$1.63M 0.43%
10,616
+38
36
$1.61M 0.42%
31,987
-383
37
$1.56M 0.41%
16,791
-3,347
38
$1.54M 0.4%
25,512
-977
39
$1.36M 0.36%
13,078
-1,042
40
$1.36M 0.36%
3,579
-29
41
$1.34M 0.35%
6,622
+258
42
$1.33M 0.35%
12,649
-131
43
$1.26M 0.33%
11,838
-209
44
$1.26M 0.33%
3,298
-1
45
$1.24M 0.33%
33,188
+2,583
46
$1.23M 0.32%
6,633
+5
47
$1.19M 0.31%
11,409
+54
48
$1.16M 0.31%
3,601
-4
49
$1.15M 0.3%
8,047
-18,283
50
$1.06M 0.28%
10,670
+253
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2
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