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
$381M
AUM Growth
+$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$15.2M
2
+$2.99M
3
+$2.67M
4
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$2.29M
5
IYW icon
iShares US Technology ETF
IYW
+$1.25M

Top Sells

1
+$12M
2
+$2.61M
3
+$2.41M
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$1.96M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.77M

Sector Composition

1 Technology 5.4%
2 Healthcare 1.89%
3 Financials 1.08%
4 Consumer Discretionary 1.05%
5 Consumer Staples 0.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$262K 0.07%
14,833
127
$258K 0.07%
1,234
128
$253K 0.07%
10,344
-697
129
$253K 0.07%
1,643
-281
130
$252K 0.07%
973
131
$249K 0.07%
3,309
132
$247K 0.06%
1,330
+54
133
$242K 0.06%
1,147
-22
134
$241K 0.06%
+2,674
135
$240K 0.06%
8,981
136
$235K 0.06%
812
137
$232K 0.06%
11,755
+300
138
$231K 0.06%
38,345
139
$228K 0.06%
2,673
+6
140
$222K 0.06%
+4,660
141
$219K 0.06%
6,545
142
$216K 0.06%
4,005
+6
143
$214K 0.06%
2,457
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144
$211K 0.06%
+555
145
$208K 0.05%
1,662
146
$207K 0.05%
2,743
-322
147
$205K 0.05%
3,567
+3
148
$202K 0.05%
+2,382
149
$149K 0.04%
10,763
+343
150
$133K 0.03%
12,839
3 4 5
6
7