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
$381M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$2.93M
2
+$2.34M
3
+$2.26M
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$1.22M
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$1.02M

Top Sells

1
+$1.29M
2
+$1.19M
3
+$1.02M
4
IXG icon
iShares Global Financials ETF
IXG
+$740K
5
VLUE icon
iShares MSCI USA Value Factor ETF
VLUE
+$672K

Sector Composition

1 Technology 5.84%
2 Healthcare 1.88%
3 Consumer Discretionary 1.4%
4 Financials 1.21%
5 Industrials 1.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$298K 0.08%
1,542
127
$296K 0.08%
3,350
128
$296K 0.08%
8,700
129
$289K 0.08%
812
130
$289K 0.08%
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-5
131
$287K 0.08%
14,478
-2,780
132
$281K 0.07%
5,711
133
$281K 0.07%
2,230
+77
134
$280K 0.07%
3,138
-517
135
$275K 0.07%
1,278
136
$274K 0.07%
771
-15
137
$273K 0.07%
3,294
+306
138
$270K 0.07%
4,464
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139
$250K 0.07%
3,426
-28
140
$245K 0.06%
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141
$243K 0.06%
10,400
142
$238K 0.06%
1,842
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143
$237K 0.06%
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144
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145
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146
$229K 0.06%
4,593
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147
$228K 0.06%
7,212
+5
148
$225K 0.06%
695
-1,390
149
$224K 0.06%
15,611
150
$222K 0.06%
4,550
3 4 5
6
7