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
$377M
AUM Growth
-$4.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$9.39M
2
+$7.37M
3
+$7.21M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$4.46M
5
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$3.22M

Top Sells

1
+$5.43M
2
+$3.2M
3
+$2.94M
4
VLUE icon
iShares MSCI USA Value Factor ETF
VLUE
+$1.93M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$1.38M

Sector Composition

1 Technology 5.58%
2 Healthcare 2.02%
3 Consumer Discretionary 1.25%
4 Financials 1.21%
5 Industrials 0.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.15M 0.3%
6,591
+1
52
$1.06M 0.28%
3,259
-96
53
$1.04M 0.28%
8,048
+24
54
$997K 0.26%
28,644
+2,127
55
$932K 0.25%
9,092
+855
56
$918K 0.24%
1,686
+45
57
$900K 0.24%
5,218
58
$894K 0.24%
8,678
-53
59
$843K 0.22%
4,284
-154
60
$789K 0.21%
7,621
-594
61
$772K 0.21%
6,500
62
$764K 0.2%
2,318
-299
63
$758K 0.2%
6,200
-440
64
$745K 0.2%
1,741
65
$732K 0.19%
1,987
-10
66
$687K 0.18%
7,017
67
$671K 0.18%
18,871
+2
68
$670K 0.18%
3,720
-15
69
$636K 0.17%
5,200
+120
70
$629K 0.17%
4,116
-13
71
$624K 0.17%
13,629
-531
72
$620K 0.16%
2,773
-29
73
$618K 0.16%
1,237
+108
74
$598K 0.16%
10,052
+376
75
$574K 0.15%
28,210
+3,350
1 2
3
4 5