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
$205M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$50.5M
2
+$15.5M
3
+$14.7M
4
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$6.84M
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$6.66M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 3.54%
2 Technology 3.23%
3 Industrials 1.69%
4 Communication Services 1.15%
5 Financials 1.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$209K 0.1%
+3,625
102
$203K 0.1%
+1,163
103
$172K 0.08%
+2,977
104
$128K 0.06%
+3,454
105
$108K 0.05%
+10,000
106
$64K 0.03%
+10,000
107
$52K 0.03%
+12,080
1 2 3 4
5