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
$225M
AUM Growth
+$20M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$1.59M
2
+$1.08M
3
+$969K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$950K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$823K

Top Sells

1
+$229K
2
+$150K
3
+$142K
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$132K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$106K

Sector Composition

1 Technology 4.42%
2 Healthcare 3.61%
3 Industrials 1.59%
4 Financials 1.21%
5 Consumer Staples 1.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$630K 0.28%
+1,702
52
$615K 0.27%
13,880
-412
53
$599K 0.27%
8,320
54
$580K 0.26%
11,243
-337
55
$580K 0.26%
1,769
-433
56
$562K 0.25%
4,305
-1,148
57
$552K 0.25%
6,564
+22
58
$511K 0.23%
3,919
-268
59
$510K 0.23%
8,897
-1,021
60
$497K 0.22%
9,326
+5
61
$485K 0.22%
3,220
62
$475K 0.21%
24,393
63
$470K 0.21%
2,407
-45
64
$462K 0.21%
3,174
+30
65
$453K 0.2%
27,087
66
$418K 0.19%
1,375
67
$401K 0.18%
4,190
-56
68
$395K 0.18%
3,343
+31
69
$394K 0.18%
5,081
70
$389K 0.17%
+1,297
71
$382K 0.17%
+3,533
72
$382K 0.17%
4,076
+213
73
$379K 0.17%
1,545
74
$367K 0.16%
5,100
75
$364K 0.16%
1,649
+1
1 2
3
4 5