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
$448M
AUM Growth
+$59.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$8.2M
2
+$4.46M
3
+$2.05M
4
IYW icon
iShares US Technology ETF
IYW
+$1.88M
5
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$1.8M

Top Sells

1
+$3.23M
2
+$1.72M
3
+$1.7M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.2M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.07M

Sector Composition

1 Technology 6.05%
2 Healthcare 2.06%
3 Consumer Discretionary 1.25%
4 Financials 1.16%
5 Consumer Staples 0.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$70.4M 15.71%
144,854
-1,417
2
$59.4M 13.25%
1,043,706
+144,202
3
$19.5M 4.35%
182,776
-10,050
4
$16.9M 3.77%
600,795
+41,020
5
$15.4M 3.45%
101,992
+5,550
6
$14.6M 3.26%
75,241
-1,686
7
$12.2M 2.73%
176,642
-6,057
8
$12.2M 2.71%
361,004
+14,609
9
$11.6M 2.59%
226,555
-13,570
10
$10.2M 2.28%
444,062
+26,474
11
$8.45M 1.89%
79,320
+3,532
12
$8.08M 1.8%
146,235
-31,060
13
$7.86M 1.76%
82,323
-33,803
14
$7.86M 1.75%
172,708
+24,011
15
$7.53M 1.68%
119,196
-5,575
16
$6.95M 1.55%
128,137
+763
17
$6.84M 1.53%
142,418
+7,645
18
$6.03M 1.35%
15,220
+1,393
19
$5.67M 1.27%
218,730
-2,069
20
$5.61M 1.25%
190,911
-923
21
$5.56M 1.24%
43,244
+14,627
22
$5.32M 1.19%
30,728
+388
23
$5.09M 1.14%
67,874
+29
24
$4.61M 1.03%
78,488
+1,380
25
$4.46M 0.99%
+19,469
1
2 3 4 5