PWA

Physician Wealth Advisors Portfolio holdings

AUM $703M
1-Year Est. Return 16.55%
This Quarter Est. Return
1 Year Est. Return
+16.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$403M
AUM Growth
+$21.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$728K
2
+$596K
3
+$580K
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$397K
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$370K

Top Sells

1
+$715K
2
+$578K
3
+$567K
4
BND icon
Vanguard Total Bond Market
BND
+$504K
5
PYPL icon
PayPal
PYPL
+$249K

Sector Composition

1 Technology 6.15%
2 Healthcare 1.93%
3 Consumer Discretionary 1.23%
4 Financials 1.01%
5 Consumer Staples 0.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$327K 0.08%
7,843
102
$322K 0.08%
32,330
103
$320K 0.08%
6,138
104
$316K 0.08%
26,822
105
$313K 0.08%
1,010
+19
106
$312K 0.08%
14,154
+860
107
$310K 0.08%
2,674
108
$302K 0.08%
111
-3
109
$298K 0.07%
6,855
110
$297K 0.07%
997
111
$296K 0.07%
38,345
112
$294K 0.07%
2,821
+1
113
$293K 0.07%
2,956
+160
114
$289K 0.07%
761
115
$286K 0.07%
851
-58
116
$283K 0.07%
546
+45
117
$281K 0.07%
2,344
+46
118
$279K 0.07%
2,707
+250
119
$279K 0.07%
12,435
+90
120
$278K 0.07%
3,350
121
$274K 0.07%
4,783
+26
122
$271K 0.07%
14,833
123
$269K 0.07%
555
124
$269K 0.07%
17,939
125
$268K 0.07%
1,660
+17
3 4
5
6 7