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
$448M
AUM Growth
+$59.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$8.2M
2
+$4.46M
3
+$2.05M
4
IYW icon
iShares US Technology ETF
IYW
+$1.88M
5
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$1.8M

Top Sells

1
+$3.23M
2
+$1.72M
3
+$1.7M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.2M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.07M

Sector Composition

1 Technology 6.05%
2 Healthcare 2.06%
3 Consumer Discretionary 1.25%
4 Financials 1.16%
5 Consumer Staples 0.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.42M 0.99%
41,511
-1,568
27
$3.76M 0.84%
54,604
-808
28
$3.69M 0.82%
47,524
+3,980
29
$3.5M 0.78%
44,018
-15,065
30
$2.94M 0.66%
114,537
-2,508
31
$2.9M 0.65%
33,745
+1,797
32
$2.72M 0.61%
27,588
+1,067
33
$2.21M 0.49%
14,264
+233
34
$2.12M 0.47%
39,470
-653
35
$2.11M 0.47%
89,017
+85
36
$2.05M 0.46%
+37,568
37
$1.86M 0.42%
4,409
+824
38
$1.81M 0.4%
35,377
+612
39
$1.8M 0.4%
+33,419
40
$1.79M 0.4%
30,030
+520
41
$1.77M 0.39%
+35,843
42
$1.77M 0.39%
48,329
-9,427
43
$1.69M 0.38%
16,951
-90
44
$1.65M 0.37%
6,776
+54
45
$1.63M 0.36%
3,235
+143
46
$1.59M 0.36%
10,725
+38
47
$1.51M 0.34%
39,130
+5,139
48
$1.5M 0.33%
25,011
-352
49
$1.42M 0.32%
12,607
+86
50
$1.4M 0.31%
+37,310
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