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
$448M
AUM Growth
+$59.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$8.2M
2
+$4.46M
3
+$2.05M
4
IYW icon
iShares US Technology ETF
IYW
+$1.88M
5
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$1.8M

Top Sells

1
+$3.23M
2
+$1.72M
3
+$1.7M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.2M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.07M

Sector Composition

1 Technology 6.05%
2 Healthcare 2.06%
3 Consumer Discretionary 1.25%
4 Financials 1.16%
5 Consumer Staples 0.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$272K 0.06%
1,266
127
$268K 0.06%
1,951
-39
128
$265K 0.06%
+1,414
129
$265K 0.06%
11,355
-1,125
130
$263K 0.06%
435
-68
131
$262K 0.06%
33,911
-4,434
132
$258K 0.06%
+5,342
133
$255K 0.06%
6,484
-1,611
134
$255K 0.06%
32,330
135
$254K 0.06%
1,100
-200
136
$250K 0.06%
9,267
+286
137
$248K 0.06%
+2,826
138
$245K 0.05%
1,037
+64
139
$244K 0.05%
3,759
-1,225
140
$239K 0.05%
+7,343
141
$236K 0.05%
1,363
+1
142
$236K 0.05%
+2,776
143
$233K 0.05%
1,557
-11,336
144
$231K 0.05%
2,134
145
$231K 0.05%
3,350
146
$229K 0.05%
4,783
147
$227K 0.05%
9,592
-822
148
$226K 0.05%
3,797
-119
149
$222K 0.05%
12,226
150
$222K 0.05%
4,660
3 4 5
6
7