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
$248M
AUM Growth
+$48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$3.68M
2
+$2.52M
3
+$1.75M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.23M
5
IYG icon
iShares US Financial Services ETF
IYG
+$1.18M

Top Sells

1
+$3.35M
2
+$2.13M
3
+$1.87M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$1.86M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$1.01M

Sector Composition

1 Technology 5.42%
2 Healthcare 2.5%
3 Industrials 1.32%
4 Financials 1.3%
5 Consumer Discretionary 1.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$310K 0.12%
6,192
+988
102
$296K 0.12%
3,960
-200
103
$293K 0.12%
16,389
+84
104
$290K 0.12%
+6,000
105
$289K 0.12%
4,844
+42
106
$289K 0.12%
6,646
-625
107
$284K 0.11%
2,827
+598
108
$279K 0.11%
3,350
109
$264K 0.11%
644
-58
110
$253K 0.1%
+2,670
111
$250K 0.1%
1,408
-21
112
$249K 0.1%
+2,927
113
$244K 0.1%
2,942
-2
114
$244K 0.1%
+1,300
115
$242K 0.1%
+1,354
116
$240K 0.1%
+1,512
117
$236K 0.1%
+4,333
118
$231K 0.09%
+1,640
119
$230K 0.09%
+1,283
120
$226K 0.09%
3,827
-192
121
$225K 0.09%
+15,611
122
$221K 0.09%
+4,205
123
$219K 0.09%
2,831
+135
124
$217K 0.09%
+6,500
125
$215K 0.09%
+868
2 3 4
5
6