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
+$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$15.2M
2
+$2.99M
3
+$2.67M
4
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$2.29M
5
IYW icon
iShares US Technology ETF
IYW
+$1.25M

Top Sells

1
+$12M
2
+$2.61M
3
+$2.41M
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$1.96M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.77M

Sector Composition

1 Technology 5.4%
2 Healthcare 1.89%
3 Financials 1.08%
4 Consumer Discretionary 1.05%
5 Consumer Staples 0.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$319K 0.08%
2,849
102
$311K 0.08%
26,822
103
$305K 0.08%
114
-15
104
$302K 0.08%
32,330
105
$300K 0.08%
2,796
+1
106
$299K 0.08%
3,350
107
$298K 0.08%
997
108
$298K 0.08%
2,000
+4
109
$297K 0.08%
2,820
+3
110
$294K 0.08%
991
+3
111
$292K 0.08%
6,138
112
$291K 0.08%
501
-10
113
$290K 0.08%
6,855
114
$282K 0.07%
761
115
$281K 0.07%
4,757
116
$279K 0.07%
17,939
117
$278K 0.07%
13,294
+26
118
$274K 0.07%
12,345
-3,768
119
$273K 0.07%
2,786
-64
120
$272K 0.07%
2,298
+97
121
$271K 0.07%
909
122
$270K 0.07%
2,598
-54
123
$268K 0.07%
6,640
-432
124
$268K 0.07%
8,700
125
$265K 0.07%
15,539
3 4
5
6 7