PWA

Physician Wealth Advisors Portfolio holdings

AUM $719M
1-Year Est. Return 19.48%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$345M
AUM Growth
-$31.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$11.8M
3
+$5.24M
4
HDV
iShares Core High Dividend ETF
HDV
+$2.53M
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$2.38M

Top Sells

1
+$3.92M
2
+$3.25M
3
+$3.05M
4
IYW icon
iShares US Technology ETF
IYW
+$2.24M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$2.14M

Sector Composition

1 Technology 5.73%
2 Healthcare 1.95%
3 Consumer Discretionary 1.3%
4 Financials 1.17%
5 Industrials 0.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$258K 0.07%
4,757
-743
127
$248K 0.07%
1,152
-209
128
$247K 0.07%
2,880
-149
129
$247K 0.07%
2,652
+29
130
$246K 0.07%
129
131
$240K 0.07%
3,048
+3
132
$239K 0.07%
8,981
-1,419
133
$239K 0.07%
1,648
-2,468
134
$237K 0.07%
2,794
+7
135
$230K 0.07%
8,700
136
$229K 0.07%
1,388
-45
137
$229K 0.07%
2,455
-294
138
$226K 0.07%
2,065
+251
139
$221K 0.06%
1,443
+111
140
$216K 0.06%
+3,500
141
$214K 0.06%
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142
$213K 0.06%
997
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143
$212K 0.06%
3,846
-54
144
$209K 0.06%
+1,234
145
$202K 0.06%
1,528
+1
146
$196K 0.06%
+14,139
147
$188K 0.05%
946
-400
148
$147K 0.04%
12,839
-2,772
149
$16K ﹤0.01%
1,153
150
– –
-5,711
3 4 5
6
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