PWA

Physician Wealth Advisors Portfolio holdings

AUM $703M
1-Year Est. Return 16.55%
This Quarter Est. Return
1 Year Est. Return
+16.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$403M
AUM Growth
+$21.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$728K
2
+$596K
3
+$580K
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$397K
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$370K

Top Sells

1
+$715K
2
+$578K
3
+$567K
4
BND icon
Vanguard Total Bond Market
BND
+$504K
5
PYPL icon
PayPal
PYPL
+$249K

Sector Composition

1 Technology 6.15%
2 Healthcare 1.93%
3 Consumer Discretionary 1.23%
4 Financials 1.01%
5 Consumer Staples 0.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.16M 0.29%
8,035
-12
52
$1.06M 0.26%
10,820
+150
53
$1.02M 0.25%
20,446
-11,541
54
$920K 0.23%
28,778
+724
55
$914K 0.23%
1,690
+7
56
$892K 0.22%
7,438
+226
57
$862K 0.21%
4,243
+10
58
$847K 0.21%
14,057
+573
59
$830K 0.21%
8,788
+141
60
$818K 0.2%
5,005
+1,373
61
$814K 0.2%
4,890
+16
62
$806K 0.2%
11,124
+58
63
$751K 0.19%
1,905
+21
64
$744K 0.18%
1,812
65
$697K 0.17%
2,436
+84
66
$696K 0.17%
1,237
67
$692K 0.17%
4,538
+1,574
68
$683K 0.17%
7,498
+71
69
$622K 0.15%
5,961
-334
70
$600K 0.15%
34,314
+93
71
$564K 0.14%
10,704
+69
72
$547K 0.14%
8,145
73
$539K 0.13%
20,803
+10
74
$532K 0.13%
4,410
+382
75
$530K 0.13%
8,669
+16
1 2
3
4 5