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
$248M
AUM Growth
+$48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$3.68M
2
+$2.52M
3
+$1.75M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.23M
5
IYG icon
iShares US Financial Services ETF
IYG
+$1.18M

Top Sells

1
+$3.35M
2
+$2.13M
3
+$1.87M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$1.86M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$1.01M

Sector Composition

1 Technology 5.42%
2 Healthcare 2.5%
3 Industrials 1.32%
4 Financials 1.3%
5 Consumer Discretionary 1.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$722K 0.29%
2,671
+416
52
$709K 0.29%
2,696
+69
53
$701K 0.28%
17,051
-562
54
$683K 0.28%
6,036
-179
55
$676K 0.27%
+10,914
56
$672K 0.27%
4,317
+468
57
$661K 0.27%
+24,500
58
$584K 0.24%
7,930
59
$561K 0.23%
1,673
-219
60
$560K 0.23%
12,730
-64
61
$560K 0.23%
1,702
62
$553K 0.22%
+24,500
63
$552K 0.22%
2,803
+40
64
$551K 0.22%
11,198
+7,373
65
$551K 0.22%
41,364
+4,140
66
$550K 0.22%
3,715
+109
67
$545K 0.22%
7,280
-300
68
$518K 0.21%
1,180
69
$498K 0.2%
27,748
-1,180
70
$496K 0.2%
1,458
-15
71
$488K 0.2%
5,469
+1,378
72
$487K 0.2%
4,011
-1,445
73
$480K 0.19%
2,483
-109
74
$442K 0.18%
3,802
+239
75
$436K 0.18%
26,822
1 2
3
4 5