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
$554M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$2.63M
3
+$1.84M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$1.51M
5
FBND icon
Fidelity Total Bond ETF
FBND
+$1.28M

Top Sells

1
+$2.93M
2
+$2.82M
3
+$2.61M
4
AVGO icon
Broadcom
AVGO
+$2.37M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.31M

Sector Composition

1 Technology 6.58%
2 Healthcare 1.88%
3 Financials 1.18%
4 Consumer Discretionary 1.15%
5 Consumer Staples 0.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$326K 0.06%
15,539
127
$324K 0.06%
4,699
-17
128
$319K 0.06%
7,570
+604
129
$318K 0.06%
8,700
130
$310K 0.06%
33,911
-1,695
131
$310K 0.06%
2,943
+1
132
$310K 0.06%
14,833
133
$306K 0.06%
1,738
-13,442
134
$297K 0.05%
+5,879
135
$295K 0.05%
3,360
136
$291K 0.05%
11,481
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137
$290K 0.05%
1,663
138
$288K 0.05%
4,120
+1,052
139
$287K 0.05%
606
140
$287K 0.05%
564
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141
$285K 0.05%
1,010
-78
142
$282K 0.05%
1,168
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2,245
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144
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1,583
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145
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2,896
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146
$274K 0.05%
1,411
-124
147
$270K 0.05%
9,267
148
$269K 0.05%
4,779
149
$268K 0.05%
5,934
-325
150
$266K 0.05%
5,036
+3
4 5
6
7 8