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
$225M
AUM Growth
+$20M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$1.59M
2
+$1.08M
3
+$969K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$950K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$823K

Top Sells

1
+$229K
2
+$150K
3
+$142K
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$132K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$106K

Sector Composition

1 Technology 4.42%
2 Healthcare 3.61%
3 Industrials 1.59%
4 Financials 1.21%
5 Consumer Staples 1.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$360K 0.16%
173
77
$360K 0.16%
4,412
-449
78
$359K 0.16%
4,208
-66
79
$358K 0.16%
9,270
-45
80
$353K 0.16%
2,824
-13
81
$348K 0.15%
12,107
82
$343K 0.15%
1
83
$337K 0.15%
9,025
84
$337K 0.15%
16,770
-270
85
$329K 0.15%
8,994
86
$323K 0.14%
7,029
+10
87
$319K 0.14%
2,722
88
$318K 0.14%
10,245
+10
89
$307K 0.14%
3,271
+98
90
$295K 0.13%
3,655
+270
91
$285K 0.13%
1,979
92
$279K 0.12%
5,184
+941
93
$275K 0.12%
4,240
-493
94
$260K 0.12%
3,350
95
$257K 0.11%
+6,000
96
$252K 0.11%
2,763
97
$248K 0.11%
22,597
98
$243K 0.11%
+1,894
99
$242K 0.11%
8,075
100
$239K 0.11%
4,691
+231
1 2 3
4
5