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
$448M
AUM Growth
+$59.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$8.2M
2
+$4.46M
3
+$2.05M
4
IYW icon
iShares US Technology ETF
IYW
+$1.88M
5
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$1.8M

Top Sells

1
+$3.23M
2
+$1.72M
3
+$1.7M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.2M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.07M

Sector Composition

1 Technology 6.05%
2 Healthcare 2.06%
3 Consumer Discretionary 1.25%
4 Financials 1.16%
5 Consumer Staples 0.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$389K 0.09%
16,784
+2,626
102
$368K 0.08%
761
-177
103
$367K 0.08%
1,029
+17
104
$367K 0.08%
761
105
$367K 0.08%
2,849
106
$364K 0.08%
9,555
+16
107
$361K 0.08%
2,362
+8
108
$360K 0.08%
5,354
+996
109
$354K 0.08%
7,556
-2,015
110
$342K 0.08%
8,129
+9
111
$342K 0.08%
+3,937
112
$338K 0.08%
2,991
+346
113
$328K 0.07%
3,452
-199
114
$327K 0.07%
6,743
-27
115
$325K 0.07%
587
+17
116
$321K 0.07%
4,317
-270
117
$319K 0.07%
849
-2
118
$312K 0.07%
997
119
$310K 0.07%
6,138
120
$307K 0.07%
2,837
+13
121
$299K 0.07%
10,571
+509
122
$288K 0.06%
15,539
123
$288K 0.06%
14,833
124
$280K 0.06%
17,939
125
$275K 0.06%
2,956
3 4
5
6 7