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
$377M
AUM Growth
-$4.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$9.39M
2
+$7.37M
3
+$7.21M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$4.46M
5
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$3.22M

Top Sells

1
+$5.43M
2
+$3.2M
3
+$2.94M
4
VLUE icon
iShares MSCI USA Value Factor ETF
VLUE
+$1.93M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$1.38M

Sector Composition

1 Technology 5.58%
2 Healthcare 2.02%
3 Consumer Discretionary 1.25%
4 Financials 1.21%
5 Industrials 0.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$566K 0.15%
33,306
-1,536
77
$562K 0.15%
12,077
+652
78
$562K 0.15%
2,621
+150
79
$554K 0.15%
9,137
+130
80
$550K 0.15%
3,283
+554
81
$547K 0.15%
10,614
+243
82
$537K 0.14%
24,500
83
$519K 0.14%
4,681
-100
84
$514K 0.14%
11,922
+278
85
$513K 0.14%
24,500
86
$509K 0.14%
9,042
+794
87
$502K 0.13%
1,171
+119
88
$485K 0.13%
9,758
-1,921
89
$484K 0.13%
6,347
+62
90
$460K 0.12%
2,923
+108
91
$435K 0.12%
12,869
-47
92
$429K 0.11%
6,138
93
$415K 0.11%
5,033
+2
94
$403K 0.11%
12,332
95
$403K 0.11%
1,585
+162
96
$403K 0.11%
9,125
+1,461
97
$396K 0.11%
3,407
+385
98
$394K 0.1%
8,823
+666
99
$385K 0.1%
4,345
+60
100
$385K 0.1%
4,932
2 3
4
5 6