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
$381M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$2.93M
2
+$2.34M
3
+$2.26M
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$1.22M
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$1.02M

Top Sells

1
+$1.29M
2
+$1.19M
3
+$1.02M
4
IXG icon
iShares Global Financials ETF
IXG
+$740K
5
VLUE icon
iShares MSCI USA Value Factor ETF
VLUE
+$672K

Sector Composition

1 Technology 5.84%
2 Healthcare 1.88%
3 Consumer Discretionary 1.4%
4 Financials 1.21%
5 Industrials 1.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$390K 0.1%
4,932
102
$382K 0.1%
2,116
+369
103
$380K 0.1%
1,423
-102
104
$379K 0.1%
7,664
+137
105
$376K 0.1%
955
+1
106
$372K 0.1%
34,500
107
$371K 0.1%
6,744
-215
108
$367K 0.1%
5,974
+529
109
$367K 0.1%
6,197
-581
110
$358K 0.09%
589
-11
111
$349K 0.09%
1,417
+8
112
$344K 0.09%
4,285
+10
113
$343K 0.09%
1,300
114
$341K 0.09%
2,729
+11
115
$330K 0.09%
1,259
116
$327K 0.09%
4,054
-678
117
$319K 0.08%
34,375
+4,000
118
$315K 0.08%
5,500
119
$315K 0.08%
+2,244
120
$314K 0.08%
129
121
$309K 0.08%
2,784
+11
122
$307K 0.08%
5,657
+8
123
$305K 0.08%
3,553
+20
124
$302K 0.08%
2,826
125
$300K 0.08%
2,786
3 4
5
6 7