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
$248M
AUM Growth
+$48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$3.68M
2
+$2.52M
3
+$1.75M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.23M
5
IYG icon
iShares US Financial Services ETF
IYG
+$1.18M

Top Sells

1
+$3.35M
2
+$2.13M
3
+$1.87M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$1.86M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$1.01M

Sector Composition

1 Technology 5.42%
2 Healthcare 2.5%
3 Industrials 1.32%
4 Financials 1.3%
5 Consumer Discretionary 1.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$52.5M 21.18%
155,932
-9,931
2
$16.5M 6.66%
274,427
+41,842
3
$14.3M 5.76%
189,059
-106
4
$8.38M 3.38%
110,597
+48,511
5
$7.99M 3.22%
105,075
-9,253
6
$7.57M 3.05%
67,140
-708
7
$6.6M 2.66%
119,481
-356
8
$6.46M 2.6%
95,634
+1,851
9
$5.97M 2.41%
147,520
+4,468
10
$5.63M 2.27%
40,638
+2,181
11
$5.38M 2.17%
61,222
+7,800
12
$5.01M 2.02%
78,013
+4,030
13
$4.56M 1.84%
161,985
+25,001
14
$4.1M 1.65%
166,895
+1,387
15
$3.99M 1.61%
75,853
-6,344
16
$3.79M 1.53%
106,653
-20,803
17
$3.73M 1.51%
64,050
+1,854
18
$3.53M 1.42%
65,288
-21
19
$3.42M 1.38%
62,138
+11,991
20
$2.95M 1.19%
75,795
+31,695
21
$2.84M 1.14%
13,618
+56
22
$2.64M 1.07%
34,750
+11,807
23
$2.58M 1.04%
38,584
-1,426
24
$2.5M 1.01%
43,766
-1,147
25
$2.36M 0.95%
7,799
-6,145
1
2 3 4 5