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
$554M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$2.63M
3
+$1.84M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$1.51M
5
FBND icon
Fidelity Total Bond ETF
FBND
+$1.28M

Top Sells

1
+$2.93M
2
+$2.82M
3
+$2.61M
4
AVGO icon
Broadcom
AVGO
+$2.37M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.31M

Sector Composition

1 Technology 6.58%
2 Healthcare 1.88%
3 Financials 1.18%
4 Consumer Discretionary 1.15%
5 Consumer Staples 0.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$738K 0.13%
4,421
-197
77
$692K 0.12%
22,391
+352
78
$691K 0.12%
13,682
+40
79
$646K 0.12%
12,870
+1,854
80
$645K 0.12%
4,115
+210
81
$633K 0.11%
1,091
+388
82
$600K 0.11%
3,656
-403
83
$584K 0.11%
1,865
+98
84
$567K 0.1%
4,261
-100
85
$565K 0.1%
7,723
+143
86
$553K 0.1%
23,676
+5,092
87
$536K 0.1%
10,616
+198
88
$532K 0.1%
1,906
-190
89
$530K 0.1%
5,679
90
$526K 0.09%
6,346
-115
91
$519K 0.09%
+20,850
92
$516K 0.09%
10,676
93
$515K 0.09%
67,446
+54,960
94
$501K 0.09%
2,505
+34
95
$498K 0.09%
66,636
+44,424
96
$498K 0.09%
1,858
+909
97
$492K 0.09%
4,408
+5
98
$491K 0.09%
2,571
-4
99
$471K 0.09%
2,062
+47
100
$466K 0.08%
2,490
-194
2 3
4
5 6