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
$377M
AUM Growth
-$4.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$9.39M
2
+$7.37M
3
+$7.21M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$4.46M
5
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$3.22M

Top Sells

1
+$5.43M
2
+$3.2M
3
+$2.94M
4
VLUE icon
iShares MSCI USA Value Factor ETF
VLUE
+$1.93M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$1.38M

Sector Composition

1 Technology 5.58%
2 Healthcare 2.02%
3 Consumer Discretionary 1.25%
4 Financials 1.21%
5 Industrials 0.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$287K 0.08%
2,765
-19
127
$286K 0.08%
1,259
128
$280K 0.07%
10,400
129
$271K 0.07%
129
130
$267K 0.07%
3,029
-109
131
$266K 0.07%
+2,674
132
$265K 0.07%
6,034
+481
133
$264K 0.07%
895
134
$256K 0.07%
2,623
135
$255K 0.07%
4,550
136
$252K 0.07%
1,433
+117
137
$247K 0.07%
3,045
-508
138
$246K 0.07%
+5,353
139
$246K 0.07%
1,649
+2
140
$238K 0.06%
15,826
+1,348
141
$228K 0.06%
2,787
+1
142
$226K 0.06%
1,858
+16
143
$221K 0.06%
5,711
144
$215K 0.06%
7,265
+53
145
$211K 0.06%
+1,332
146
$210K 0.06%
1,527
-1,454
147
$207K 0.06%
+1,814
148
$205K 0.05%
4,137
-456
149
$205K 0.05%
4,230
-1,427
150
$202K 0.05%
976
+2
3 4 5
6
7