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
$381M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$2.93M
2
+$2.34M
3
+$2.26M
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$1.22M
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$1.02M

Top Sells

1
+$1.29M
2
+$1.19M
3
+$1.02M
4
IXG icon
iShares Global Financials ETF
IXG
+$740K
5
VLUE icon
iShares MSCI USA Value Factor ETF
VLUE
+$672K

Sector Composition

1 Technology 5.84%
2 Healthcare 1.88%
3 Consumer Discretionary 1.4%
4 Financials 1.21%
5 Industrials 1.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$628K 0.16%
24,500
77
$613K 0.16%
3,265
+493
78
$612K 0.16%
4,781
-300
79
$611K 0.16%
11,425
+1
80
$608K 0.16%
9,007
-8
81
$581K 0.15%
31,548
+192
82
$569K 0.15%
11,644
+56
83
$536K 0.14%
2,471
-63
84
$525K 0.14%
6,285
+10
85
$513K 0.13%
8,248
+1,471
86
$501K 0.13%
10,371
+6
87
$490K 0.13%
1,052
-74
88
$489K 0.13%
+12,916
89
$486K 0.13%
6,138
90
$477K 0.13%
3,022
-21
91
$461K 0.12%
26,822
92
$458K 0.12%
2,815
+61
93
$421K 0.11%
12,332
94
$421K 0.11%
+5,290
95
$417K 0.11%
7,103
+55
96
$406K 0.11%
13,694
+799
97
$404K 0.11%
5,031
+2
98
$402K 0.11%
2,981
-137
99
$397K 0.1%
+8,157
100
$396K 0.1%
16,089
2 3
4
5 6