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
$554M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$2.63M
3
+$1.84M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$1.51M
5
FBND icon
Fidelity Total Bond ETF
FBND
+$1.28M

Top Sells

1
+$2.93M
2
+$2.82M
3
+$2.61M
4
AVGO icon
Broadcom
AVGO
+$2.37M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.31M

Sector Composition

1 Technology 6.58%
2 Healthcare 1.88%
3 Financials 1.18%
4 Consumer Discretionary 1.15%
5 Consumer Staples 0.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$463K 0.08%
7,889
-149
102
$458K 0.08%
1,101
+78
103
$451K 0.08%
7,162
+3
104
$415K 0.07%
1,689
+275
105
$414K 0.07%
2,801
-48
106
$409K 0.07%
3,981
-65
107
$408K 0.07%
2,341
-22
108
$398K 0.07%
1,434
+12
109
$387K 0.07%
645
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110
$379K 0.07%
6,138
111
$378K 0.07%
7,444
-401
112
$378K 0.07%
8,834
+231
113
$378K 0.07%
679
-30
114
$376K 0.07%
786
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115
$376K 0.07%
87
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116
$371K 0.07%
17,939
117
$364K 0.07%
7,091
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118
$364K 0.07%
+1,515
119
$359K 0.06%
999
120
$357K 0.06%
10,260
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121
$353K 0.06%
4,871
-553
122
$346K 0.06%
26,632
+16,586
123
$343K 0.06%
1,541
+215
124
$331K 0.06%
329
-22
125
$330K 0.06%
4,044
+143
3 4
5
6 7