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
$205M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$50.5M
2
+$15.5M
3
+$14.7M
4
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$6.84M
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$6.66M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 3.54%
2 Technology 3.23%
3 Industrials 1.69%
4 Communication Services 1.15%
5 Financials 1.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$606K 0.3%
+2,107
52
$602K 0.29%
+11,945
53
$600K 0.29%
+11,580
54
$559K 0.27%
+3,983
55
$555K 0.27%
+9,918
56
$551K 0.27%
+6,542
57
$543K 0.27%
+8,320
58
$532K 0.26%
+4,187
59
$497K 0.24%
+9,321
60
$464K 0.23%
+3,220
61
$463K 0.23%
+24,393
62
$444K 0.22%
+2,452
63
$438K 0.21%
+27,087
64
$431K 0.21%
+3,144
65
$397K 0.19%
+4,861
66
$394K 0.19%
+4,246
67
$389K 0.19%
+5,081
68
$385K 0.19%
+1,375
69
$370K 0.18%
+3,312
70
$369K 0.18%
+9,315
71
$353K 0.17%
+3,863
72
$349K 0.17%
+4,274
73
$343K 0.17%
+1,545
74
$342K 0.17%
+2,837
75
$341K 0.17%
+12,107
1 2
3
4 5