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
176
$218K 0.04%
3,659
177
$211K 0.04%
1,440
-385
178
$211K 0.04%
2,993
-588
179
$207K 0.04%
3,152
180
$204K 0.04%
+4,630
181
$175K 0.03%
12,928
+415
182
$132K 0.02%
11,845
-2,839
183
$35.8K 0.01%
28,375
-3,000
184
– –
-10,441
185
– –
-78,765
186
– –
-2,526
187
– –
-318
188
– –
-12,020
189
– –
-1,159
4 5 6 7
8