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
$554M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$2.63M
3
+$1.84M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$1.51M
5
FBND icon
Fidelity Total Bond ETF
FBND
+$1.28M

Top Sells

1
+$2.93M
2
+$2.82M
3
+$2.61M
4
AVGO icon
Broadcom
AVGO
+$2.37M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.31M

Sector Composition

1 Technology 6.58%
2 Healthcare 1.88%
3 Financials 1.18%
4 Consumer Discretionary 1.15%
5 Consumer Staples 0.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.62M 1.01%
192,391
-18,338
27
$5.51M 0.99%
97,541
-46,193
28
$5.44M 0.98%
156,675
-32,568
29
$5.14M 0.93%
78,553
-4,342
30
$4.3M 0.78%
33,768
+193
31
$4.13M 0.74%
35,233
-3,078
32
$3.6M 0.65%
37,338
+1,291
33
$3.45M 0.62%
45,686
-5,153
34
$2.99M 0.54%
29,597
+141
35
$2.91M 0.52%
305,331
+192,750
36
$2.75M 0.5%
14,661
+28
37
$2.33M 0.42%
39,035
+105
38
$2.28M 0.41%
3,822
+75
39
$2.28M 0.41%
4,645
+83
40
$2.17M 0.39%
45,507
+3,182
41
$2.1M 0.38%
79,618
-13,120
42
$2.07M 0.37%
39,693
+673
43
$1.99M 0.36%
32,401
-3,225
44
$1.96M 0.35%
43,331
45
$1.92M 0.35%
11,237
+431
46
$1.9M 0.34%
3,572
+626
47
$1.88M 0.34%
4,065
+521
48
$1.74M 0.31%
16,146
-541
49
$1.68M 0.3%
6,852
-63
50
$1.64M 0.3%
7,936
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