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
$448M
AUM Growth
+$59.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$8.2M
2
+$4.46M
3
+$2.05M
4
IYW icon
iShares US Technology ETF
IYW
+$1.88M
5
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$1.8M

Top Sells

1
+$3.23M
2
+$1.72M
3
+$1.7M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.2M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.07M

Sector Composition

1 Technology 6.05%
2 Healthcare 2.06%
3 Consumer Discretionary 1.25%
4 Financials 1.16%
5 Consumer Staples 0.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.32M 0.3%
3,598
-73
52
$1.3M 0.29%
7,867
-169
53
$1.22M 0.27%
1,765
+6
54
$1.2M 0.27%
11,183
-813
55
$1.2M 0.27%
2,693
-671
56
$1.2M 0.27%
11,400
+49
57
$1.13M 0.25%
17,601
-780
58
$1.12M 0.25%
5,341
+174
59
$1.11M 0.25%
6,700
+37
60
$1.1M 0.25%
7,543
-61
61
$959K 0.21%
4,316
+73
62
$886K 0.2%
8,857
+54
63
$868K 0.19%
4,888
+1
64
$857K 0.19%
8,725
-2,375
65
$857K 0.19%
28,212
-227
66
$825K 0.18%
1,096
-141
67
$820K 0.18%
2,147
-289
68
$817K 0.18%
5,028
+18
69
$813K 0.18%
1,848
-19
70
$812K 0.18%
10,947
-177
71
$795K 0.18%
1,812
72
$737K 0.16%
8,040
+62
73
$693K 0.15%
4,691
+200
74
$671K 0.15%
4,535
+1
75
$658K 0.15%
34,404
+90
1 2
3
4 5