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
$248M
AUM Growth
+$48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$3.68M
2
+$2.52M
3
+$1.75M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.23M
5
IYG icon
iShares US Financial Services ETF
IYG
+$1.18M

Top Sells

1
+$3.35M
2
+$2.13M
3
+$1.87M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$1.86M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$1.01M

Sector Composition

1 Technology 5.42%
2 Healthcare 2.5%
3 Industrials 1.32%
4 Financials 1.3%
5 Consumer Discretionary 1.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$212K 0.09%
+19,000
127
$208K 0.08%
+1,093
128
$207K 0.08%
+1,642
129
$202K 0.08%
+3,702
130
$190K 0.08%
+10,400
131
$171K 0.07%
10,489
-33
132
– –
-10,000
133
– –
-2,435
134
– –
-3,454
135
– –
-11,625
136
– –
-2,977
137
– –
-10,000
138
– –
-22,597
2 3 4 5
6