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
$403M
AUM Growth
+$21.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$728K
2
+$596K
3
+$580K
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$397K
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$370K

Top Sells

1
+$715K
2
+$578K
3
+$567K
4
BND icon
Vanguard Total Bond Market
BND
+$504K
5
PYPL icon
PayPal
PYPL
+$249K

Sector Composition

1 Technology 6.15%
2 Healthcare 1.93%
3 Consumer Discretionary 1.23%
4 Financials 1.01%
5 Consumer Staples 0.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$268K 0.07%
1,269
+35
127
$264K 0.07%
3,032
+650
128
$263K 0.07%
15,539
129
$260K 0.06%
+1,989
130
$259K 0.06%
10,414
+70
131
$256K 0.06%
2,598
132
$255K 0.06%
1,155
+8
133
$255K 0.06%
973
134
$239K 0.06%
+4,989
135
$238K 0.06%
8,981
136
$237K 0.06%
1,330
137
$234K 0.06%
2,681
+8
138
$229K 0.06%
8,700
139
$219K 0.05%
4,660
140
$218K 0.05%
13,506
+1,751
141
$218K 0.05%
+12,186
142
$217K 0.05%
2,790
+47
143
$213K 0.05%
6,444
-101
144
$211K 0.05%
2,134
-652
145
$210K 0.05%
4,012
+7
146
$206K 0.05%
1,662
147
$154K 0.04%
11,109
+346
148
$149K 0.04%
14,684
+1,845
149
$44.9K 0.01%
39,375
150
$7.08K ﹤0.01%
1,153
3 4 5
6
7