PWA

Physician Wealth Advisors Portfolio holdings

AUM $703M
1-Year Est. Return 16.55%
This Quarter Est. Return
1 Year Est. Return
+16.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$403M
AUM Growth
+$21.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$728K
2
+$596K
3
+$580K
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$397K
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$370K

Top Sells

1
+$715K
2
+$578K
3
+$567K
4
BND icon
Vanguard Total Bond Market
BND
+$504K
5
PYPL icon
PayPal
PYPL
+$249K

Sector Composition

1 Technology 6.15%
2 Healthcare 1.93%
3 Consumer Discretionary 1.23%
4 Financials 1.01%
5 Consumer Staples 0.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.06M 1.01%
65,029
27
$3.96M 0.98%
58,776
-36
28
$2.83M 0.7%
116,235
+16,293
29
$2.61M 0.65%
26,803
+5,970
30
$2.6M 0.65%
30,851
+1,135
31
$2.31M 0.57%
41,872
+518
32
$2.08M 0.52%
88,738
+281
33
$1.78M 0.44%
12,498
+84
34
$1.75M 0.43%
13,445
+367
35
$1.67M 0.41%
33,345
+132
36
$1.61M 0.4%
16,771
-20
37
$1.6M 0.4%
10,643
+27
38
$1.51M 0.38%
5,402
-131
39
$1.5M 0.37%
25,380
-132
40
$1.45M 0.36%
3,291
-7
41
$1.4M 0.35%
12,704
+55
42
$1.38M 0.34%
6,690
+68
43
$1.37M 0.34%
3,359
-220
44
$1.33M 0.33%
33,880
+692
45
$1.27M 0.32%
11,960
+122
46
$1.25M 0.31%
3,661
+60
47
$1.24M 0.31%
6,657
+24
48
$1.2M 0.3%
3,239
+543
49
$1.19M 0.3%
11,490
+81
50
$1.17M 0.29%
27,640
+1,100
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