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
$448M
AUM Growth
+$59.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$8.2M
2
+$4.46M
3
+$2.05M
4
IYW icon
iShares US Technology ETF
IYW
+$1.88M
5
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$1.8M

Top Sells

1
+$3.23M
2
+$1.72M
3
+$1.7M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.2M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.07M

Sector Composition

1 Technology 6.05%
2 Healthcare 2.06%
3 Consumer Discretionary 1.25%
4 Financials 1.16%
5 Consumer Staples 0.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$651K 0.15%
22,805
+866
77
$617K 0.14%
3,669
+1,000
78
$602K 0.13%
955
+60
79
$585K 0.13%
2,157
+46
80
$583K 0.13%
13,459
+150
81
$563K 0.13%
10,395
-312
82
$548K 0.12%
10,414
+1,238
83
$547K 0.12%
3,170
+550
84
$524K 0.12%
4,390
+33
85
$514K 0.11%
+10,676
86
$512K 0.11%
8,185
-260
87
$509K 0.11%
4,383
-901
88
$496K 0.11%
2,950
89
$482K 0.11%
11,719
-262
90
$480K 0.11%
1,609
-12
91
$468K 0.1%
6,610
-99
92
$437K 0.1%
8,650
-1,381
93
$436K 0.1%
18,501
+37
94
$418K 0.09%
14,653
+182
95
$418K 0.09%
22,212
-1,437
96
$414K 0.09%
7,443
-1,464
97
$408K 0.09%
2,865
-56
98
$404K 0.09%
2,009
+3
99
$404K 0.09%
7,373
+1,234
100
$389K 0.09%
111
2 3
4
5 6