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
$205M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$50.5M
2
+$15.5M
3
+$14.7M
4
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$6.84M
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$6.66M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 3.54%
2 Technology 3.23%
3 Industrials 1.69%
4 Communication Services 1.15%
5 Financials 1.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$50.5M 24.69%
+160,419
2
$15.5M 7.56%
+240,510
3
$14.7M 7.2%
+207,826
4
$6.84M 3.34%
+90,719
5
$6.66M 3.25%
+114,478
6
$5.93M 2.9%
+114,091
7
$5.42M 2.65%
+85,129
8
$5.05M 2.47%
+78,581
9
$4.69M 2.29%
+179,288
10
$4.24M 2.07%
+51,735
11
$4.19M 2.05%
+152,795
12
$3.46M 1.69%
+84,139
13
$3.37M 1.65%
+55,613
14
$3.2M 1.56%
+48,104
15
$3.1M 1.51%
+31,578
16
$2.91M 1.42%
+25,775
17
$2.88M 1.41%
+12,226
18
$2.73M 1.33%
+67,920
19
$2.63M 1.28%
+33,238
20
$2.45M 1.2%
+40,078
21
$2.3M 1.12%
+45,696
22
$2.16M 1.06%
+23,006
23
$2.13M 1.04%
+7,416
24
$2.09M 1.02%
+13,811
25
$1.96M 0.96%
+156,618
1
2 3 4 5