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
+$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$15.2M
2
+$2.99M
3
+$2.67M
4
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$2.29M
5
IYW icon
iShares US Technology ETF
IYW
+$1.25M

Top Sells

1
+$12M
2
+$2.61M
3
+$2.41M
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$1.96M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.77M

Sector Composition

1 Technology 5.4%
2 Healthcare 1.89%
3 Financials 1.08%
4 Consumer Discretionary 1.05%
5 Consumer Staples 0.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$999K 0.26%
5,533
52
$881K 0.23%
28,054
+78
53
$859K 0.23%
2,696
+401
54
$835K 0.22%
1,683
+2
55
$811K 0.21%
11,066
56
$802K 0.21%
8,647
+276
57
$800K 0.21%
4,233
-63
58
$788K 0.21%
13,484
+115
59
$775K 0.2%
1,812
60
$774K 0.2%
4,874
+3
61
$751K 0.2%
7,212
+258
62
$741K 0.19%
26,540
-2,000
63
$715K 0.19%
8,060
-42
64
$702K 0.18%
1,884
+1
65
$686K 0.18%
7,427
66
$626K 0.16%
6,295
-2,215
67
$590K 0.15%
3,632
+5
68
$588K 0.15%
1,237
69
$578K 0.15%
8,145
70
$557K 0.15%
34,221
+60
71
$536K 0.14%
8,653
+10
72
$532K 0.14%
10,635
+6
73
$517K 0.14%
20,793
+417
74
$511K 0.13%
18,390
+34
75
$507K 0.13%
2,352
-30
1 2
3
4 5