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
$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
151
$218K 0.05%
8,700
152
$218K 0.05%
+1,692
153
$215K 0.05%
2,481
-445
154
$214K 0.05%
+834
155
$213K 0.05%
+967
156
$212K 0.05%
+847
157
$212K 0.05%
+1,147
158
$209K 0.05%
6,219
-225
159
$205K 0.05%
+2,154
160
$204K 0.05%
12,171
-1,135
161
$204K 0.05%
398
+5
162
$204K 0.05%
+987
163
$202K 0.05%
+2,261
164
$200K 0.04%
+2,479
165
$178K 0.04%
11,821
+373
166
$156K 0.03%
14,684
167
$39.5K 0.01%
31,375
-8,000
168
– –
-12,156
169
– –
-2,670
3 4 5 6
7