Physician Wealth Advisors Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core S&P Small-Cap ETF
IJR
|
+$3.06M |
| 2 |
iShares Core MSCI EAFE ETF
IEFA
|
+$2.27M |
| 3 |
iShares Global Tech ETF
IXN
|
+$1.45M |
| 4 |
iShares US Financial Services ETF
IYG
|
+$1.08M |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$1.05M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$2.92M |
| 2 |
iShares Short Maturity Bond ETF
NEAR
|
+$2.11M |
| 3 |
iShares Core US Aggregate Bond ETF
AGG
|
+$1.83M |
| 4 |
Vanguard Information Technology ETF
VGT
|
+$1.53M |
| 5 |
iShares MSCI USA Quality Factor ETF
QUAL
|
+$1.01M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 5.42% |
| 2 | Healthcare | 2.5% |
| 3 | Industrials | 1.32% |
| 4 | Financials | 1.3% |
| 5 | Consumer Discretionary | 1.25% |
Similar funds
Physician Wealth Advisors's Q2 2020 Portfolio in Review
As of Q2 2020, Physician Wealth Advisors held 138 positions worth $248M, up 24% from $200M the previous quarter. Its ten largest holdings account for 53% of the portfolio.
Physician Wealth Advisors deployed $10M of net new capital in Q2 2020, opening 30 new positions and adding to 51 existing holdings. Its largest new stake was iShares US Financial Services ETF: 28,164 shares worth $1.18M.
By sector, the portfolio is most concentrated in Technology at 5.4% of assets, up from 4.4% a quarter earlier, followed by Healthcare and Industrials.
On the sell side, the largest reduction was iShares Core S&P 500 ETF, an estimated $2.92M trimmed.
- Physician Wealth Advisors's largest Q2 2020 buy was iShares US Financial Services ETF: 28,164 shares worth $1.18M.
- Physician Wealth Advisors added most to iShares Core S&P Small-Cap ETF in Q2 2020, an estimated $3.06M increase.
- Physician Wealth Advisors's biggest Q2 2020 reduction was iShares Core S&P 500 ETF, cutting an estimated $2.92M.
- Physician Wealth Advisors fully exited iShares MSCI USA Quality Factor ETF in Q2 2020, selling an estimated $1.01M.
- Physician Wealth Advisors's ten largest holdings make up 53% of its $248M portfolio in Q2 2020.
- Physician Wealth Advisors opened 30 new positions and closed 7 in Q2 2020.
- Physician Wealth Advisors's portfolio value rose 24% quarter-over-quarter to $248M.
Based on Physician Wealth Advisors's 13F filing for Q2 2020, filed 11 Aug 2020.