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
$205M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$50.5M
2
+$15.5M
3
+$14.7M
4
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$6.84M
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$6.66M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 3.54%
2 Technology 3.23%
3 Industrials 1.69%
4 Communication Services 1.15%
5 Financials 1.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$337K 0.16%
+1,648
77
$335K 0.16%
+17,040
78
$333K 0.16%
+5,100
79
$331K 0.16%
+9,025
80
$328K 0.16%
+173
81
$328K 0.16%
+1
82
$319K 0.16%
+10,235
83
$317K 0.15%
+2,722
84
$311K 0.15%
+13,899
85
$305K 0.15%
+4,733
86
$302K 0.15%
+8,994
87
$299K 0.15%
+7,019
88
$296K 0.14%
+1,979
89
$292K 0.14%
+3,173
90
$273K 0.13%
+3,385
91
$248K 0.12%
+3,350
92
$242K 0.12%
+8,075
93
$231K 0.11%
+2,763
94
$228K 0.11%
+4,243
95
$228K 0.11%
+22,597
96
$226K 0.11%
+4,460
97
$222K 0.11%
+3,769
98
$221K 0.11%
+3,723
99
$217K 0.11%
+3,713
100
$213K 0.1%
+2,041
1 2 3
4
5