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
$554M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$2.63M
3
+$1.84M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$1.51M
5
FBND icon
Fidelity Total Bond ETF
FBND
+$1.28M

Top Sells

1
+$2.93M
2
+$2.82M
3
+$2.61M
4
AVGO icon
Broadcom
AVGO
+$2.37M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.31M

Sector Composition

1 Technology 6.58%
2 Healthcare 1.88%
3 Financials 1.18%
4 Consumer Discretionary 1.15%
5 Consumer Staples 0.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.62M 0.29%
1,809
-7
52
$1.37M 0.25%
14,809
-132
53
$1.32M 0.24%
10,473
-1,274
54
$1.29M 0.23%
34,337
-518
55
$1.25M 0.22%
7,086
+186
56
$1.18M 0.21%
17,986
-3,936
57
$1.16M 0.21%
5,285
-3
58
$1.16M 0.21%
6,995
-728
59
$1.11M 0.2%
5,470
+590
60
$1.09M 0.2%
1,177
+5
61
$1.08M 0.2%
10,030
-4,703
62
$1.06M 0.19%
3,969
-485
63
$1.05M 0.19%
16,707
+2,094
64
$1.04M 0.19%
1,141
-346
65
$1.03M 0.19%
9,339
-25
66
$989K 0.18%
9,912
+181
67
$971K 0.18%
9,173
-1,136
68
$931K 0.17%
11,398
+52
69
$856K 0.15%
23,825
-269
70
$845K 0.15%
10,407
-430
71
$834K 0.15%
1,644
-151
72
$821K 0.15%
1,400
-923
73
$817K 0.15%
1,814
74
$769K 0.14%
10,413
-6,764
75
$763K 0.14%
4,396
+4
1 2
3
4 5