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
$381M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$2.93M
2
+$2.34M
3
+$2.26M
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$1.22M
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$1.02M

Top Sells

1
+$1.29M
2
+$1.19M
3
+$1.02M
4
IXG icon
iShares Global Financials ETF
IXG
+$740K
5
VLUE icon
iShares MSCI USA Value Factor ETF
VLUE
+$672K

Sector Composition

1 Technology 5.84%
2 Healthcare 1.88%
3 Consumer Discretionary 1.4%
4 Financials 1.21%
5 Industrials 1.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.05M 0.28%
26,517
+5,573
52
$994K 0.26%
2,617
-97
53
$982K 0.26%
8,731
+134
54
$980K 0.26%
6,500
55
$957K 0.25%
4,438
56
$939K 0.25%
5,218
-135
57
$930K 0.24%
2,802
+252
58
$910K 0.24%
6,640
-140
59
$884K 0.23%
8,237
+279
60
$880K 0.23%
1,641
+70
61
$863K 0.23%
8,215
+914
62
$758K 0.2%
7,017
+151
63
$738K 0.19%
1,997
-5
64
$735K 0.19%
1,741
65
$723K 0.19%
14,160
+209
66
$695K 0.18%
5,080
67
$678K 0.18%
9,676
-269
68
$677K 0.18%
24,860
-4,260
69
$675K 0.18%
18,869
-48
70
$654K 0.17%
4,129
+100
71
$653K 0.17%
24,500
72
$651K 0.17%
11,679
73
$650K 0.17%
3,735
+85
74
$647K 0.17%
34,842
-372
75
$639K 0.17%
1,129
-6
1 2
3
4 5