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
$377M
AUM Growth
-$4.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$9.39M
2
+$7.37M
3
+$7.21M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$4.46M
5
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$3.22M

Top Sells

1
+$5.43M
2
+$3.2M
3
+$2.94M
4
VLUE icon
iShares MSCI USA Value Factor ETF
VLUE
+$1.93M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$1.38M

Sector Composition

1 Technology 5.58%
2 Healthcare 2.02%
3 Consumer Discretionary 1.25%
4 Financials 1.21%
5 Industrials 0.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$383K 0.1%
7,318
+215
102
$375K 0.1%
3,606
-448
103
$375K 0.1%
2,908
+664
104
$375K 0.1%
16,089
105
$369K 0.1%
26,822
106
$365K 0.1%
34,500
107
$361K 0.1%
6,695
+721
108
$351K 0.09%
963
+192
109
$345K 0.09%
4,889
-401
110
$344K 0.09%
20,394
-11,154
111
$325K 0.09%
5,500
112
$320K 0.09%
1,300
113
$318K 0.08%
3,433
+168
114
$318K 0.08%
2,132
+16
115
$314K 0.08%
3,350
116
$309K 0.08%
981
+26
117
$309K 0.08%
1,361
-56
118
$307K 0.08%
3,766
+940
119
$304K 0.08%
+38,346
120
$303K 0.08%
539
-50
121
$300K 0.08%
+6,432
122
$295K 0.08%
8,700
123
$291K 0.08%
2,749
-4
124
$291K 0.08%
10,877
-2,817
125
$288K 0.08%
812
3 4
5
6 7