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
151
– –
-6,875
152
– –
-3,567
153
– –
-8,060
154
– –
-812
155
– –
-3,309
3 4 5 6
7