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
+$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$15.2M
2
+$2.99M
3
+$2.67M
4
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$2.29M
5
IYW icon
iShares US Technology ETF
IYW
+$1.25M

Top Sells

1
+$12M
2
+$2.61M
3
+$2.41M
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$1.96M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.77M

Sector Composition

1 Technology 5.4%
2 Healthcare 1.89%
3 Financials 1.08%
4 Consumer Discretionary 1.05%
5 Consumer Staples 0.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$504K 0.13%
6,875
+271
77
$502K 0.13%
2,159
-19
78
$495K 0.13%
4,340
-31
79
$493K 0.13%
2,888
+2
80
$479K 0.13%
8,440
+73
81
$471K 0.12%
9,387
-599
82
$469K 0.12%
1,612
+5
83
$448K 0.12%
2,964
+1
84
$448K 0.12%
13,698
+4,163
85
$423K 0.11%
4,028
-1,250
86
$413K 0.11%
4,183
+34
87
$413K 0.11%
12,447
+132
88
$411K 0.11%
2,622
+297
89
$406K 0.11%
981
-250
90
$399K 0.1%
24,774
+4,200
91
$390K 0.1%
3,539
+440
92
$380K 0.1%
9,431
+100
93
$373K 0.1%
14,510
+1,104
94
$373K 0.1%
9,465
95
$372K 0.1%
6,945
-20
96
$371K 0.1%
8,024
-764
97
$352K 0.09%
7,838
-11
98
$347K 0.09%
4,724
-327
99
$332K 0.09%
895
100
$331K 0.09%
7,843
+1,473
2 3
4
5 6