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
$225M
AUM Growth
+$20M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$1.59M
2
+$1.08M
3
+$969K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$950K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$823K

Top Sells

1
+$229K
2
+$150K
3
+$142K
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$132K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$106K

Sector Composition

1 Technology 4.42%
2 Healthcare 3.61%
3 Industrials 1.59%
4 Financials 1.21%
5 Consumer Staples 1.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$235K 0.1%
2,041
102
$233K 0.1%
+37,000
103
$230K 0.1%
10,584
-3,315
104
$226K 0.1%
+1,092
105
$225K 0.1%
3,782
+13
106
$225K 0.1%
+4,408
107
$220K 0.1%
+2,492
108
$220K 0.1%
3,723
109
$212K 0.09%
3,698
+73
110
$212K 0.09%
+1,847
111
$211K 0.09%
1,167
+4
112
$209K 0.09%
3,691
-22
113
$206K 0.09%
+6,700
114
$202K 0.09%
+1,210
115
$178K 0.08%
2,977
116
$132K 0.06%
3,454
117
$113K 0.05%
10,000
118
$79K 0.04%
+10,722
119
$67K 0.03%
10,000
120
$58K 0.03%
12,574
+494
1 2 3 4
5