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PWA
Physician Wealth Advisors Portfolio holdings
AUM
$837M
1-Year Est. Return
26%
This Fund
S&P 500
This Quarter
Est. Return
+0.51%
1 Year Est. Return
+26%
3 Year Est. Return
+71.31%
5 Year Est. Return
+72.25%
10 Year Est. Return
–
AUM
$205M
AUM Growth
–
Cap. Flow
+$196M
Cap. Flow
% of AUM
95.48%
Top 10 Holdings %
Top 10 Hldgs %
58.42%
Holding
107
New
107
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$47.7M |
| 2 |
iShares Core MSCI EAFE ETF
IEFA
|
+$14.5M |
| 3 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
+$13.9M |
| 4 |
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
|
+$6.58M |
| 5 |
iShares MSCI EAFE Min Vol Factor ETF
EFAV
|
+$6.57M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 86.88% |
| 2 | Healthcare | 3.54% |
| 3 | Technology | 3.23% |
| 4 | Industrials | 1.69% |
| 5 | Communication Services | 1.15% |
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Physician Wealth Advisors's Q3 2019 Portfolio in Review
Q3 2019 is the first quarter with a 13F filing on record for Physician Wealth Advisors, which disclosed 107 positions worth $205M. Its ten largest holdings account for 58% of the portfolio.
Its largest position is iShares Core S&P 500 ETF: 160,419 shares worth $50.5M.
By sector, the portfolio is most concentrated in Miscellaneous at 87% of assets, followed by Healthcare and Technology.
- Physician Wealth Advisors's largest Q3 2019 buy was iShares Core S&P 500 ETF: 160,419 shares worth $50.5M.
- Physician Wealth Advisors's ten largest holdings make up 58% of its $205M portfolio in Q3 2019.
- Physician Wealth Advisors disclosed 107 positions in Q3 2019, its first 13F filing on record.
Based on Physician Wealth Advisors's 13F filing for Q3 2019, filed 26 Nov 2019.