PWA

Physician Wealth Advisors Portfolio holdings

AUM $703M
1-Year Est. Return 16.55%
This Quarter Est. Return
1 Year Est. Return
+16.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$403M
AUM Growth
+$21.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$728K
2
+$596K
3
+$580K
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$397K
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$370K

Top Sells

1
+$715K
2
+$578K
3
+$567K
4
BND icon
Vanguard Total Bond Market
BND
+$504K
5
PYPL icon
PayPal
PYPL
+$249K

Sector Composition

1 Technology 6.15%
2 Healthcare 1.93%
3 Consumer Discretionary 1.23%
4 Financials 1.01%
5 Consumer Staples 0.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$515K 0.13%
3,539
77
$514K 0.13%
2,159
78
$508K 0.13%
18,425
+35
79
$496K 0.12%
4,340
80
$478K 0.12%
8,591
+151
81
$477K 0.12%
1,617
+5
82
$475K 0.12%
9,477
+90
83
$452K 0.11%
2,878
-10
84
$444K 0.11%
12,323
-124
85
$435K 0.11%
981
86
$428K 0.11%
24,774
87
$427K 0.11%
2,630
+8
88
$415K 0.1%
6,674
-271
89
$413K 0.1%
895
90
$402K 0.1%
14,273
+575
91
$393K 0.1%
14,528
+18
92
$382K 0.09%
9,539
+74
93
$380K 0.09%
4,195
+12
94
$374K 0.09%
8,095
+71
95
$368K 0.09%
7,627
-211
96
$349K 0.09%
9,522
+91
97
$347K 0.09%
2,003
+3
98
$347K 0.09%
4,763
+39
99
$347K 0.09%
2,849
100
$331K 0.08%
8,048
+1,408
2 3
4
5 6