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
$248M
AUM Growth
+$48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$3.68M
2
+$2.52M
3
+$1.75M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.23M
5
IYG icon
iShares US Financial Services ETF
IYG
+$1.18M

Top Sells

1
+$3.35M
2
+$2.13M
3
+$1.87M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$1.86M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$1.01M

Sector Composition

1 Technology 5.42%
2 Healthcare 2.5%
3 Industrials 1.32%
4 Financials 1.3%
5 Consumer Discretionary 1.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$433K 0.17%
5,081
77
$429K 0.17%
2,534
-32
78
$424K 0.17%
+6,500
79
$420K 0.17%
9,549
+213
80
$405K 0.16%
+5,054
81
$385K 0.16%
9,396
+510
82
$383K 0.15%
10,513
+52
83
$383K 0.15%
2,852
+27
84
$381K 0.15%
18,886
+4
85
$375K 0.15%
14,087
+400
86
$366K 0.15%
4,735
-94
87
$350K 0.14%
+2,860
88
$349K 0.14%
2,713
-508
89
$346K 0.14%
4,830
+204
90
$341K 0.14%
193
-95
91
$341K 0.14%
991
-209
92
$339K 0.14%
4,116
+90
93
$338K 0.14%
6,469
+132
94
$338K 0.14%
+34,500
95
$332K 0.13%
6,700
96
$327K 0.13%
1,604
+12
97
$324K 0.13%
14,221
+957
98
$313K 0.13%
+5,500
99
$313K 0.13%
+9,022
100
$310K 0.12%
+3,456
2 3
4
5 6