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
151
$265K 0.05%
683
+3
152
$263K 0.05%
8,932
-1,200
153
$261K 0.05%
32,330
154
$257K 0.05%
530
-27
155
$256K 0.05%
+7,350
156
$252K 0.05%
476
-76
157
$246K 0.04%
5,030
158
$246K 0.04%
4,485
+733
159
$246K 0.04%
2,607
-303
160
$244K 0.04%
850
161
$240K 0.04%
+3,777
162
$239K 0.04%
3,069
+500
163
$237K 0.04%
2,032
-148
164
$235K 0.04%
7,246
-396
165
$235K 0.04%
1,176
166
$234K 0.04%
1,932
167
$232K 0.04%
1,019
+158
168
$231K 0.04%
6,219
169
$229K 0.04%
1,890
+11
170
$228K 0.04%
1,898
+2
171
$228K 0.04%
+3,960
172
$225K 0.04%
2,374
173
$222K 0.04%
792
+1
174
$219K 0.04%
3,351
175
$219K 0.04%
761
-2
4 5 6
7
8