PWA

Physician Wealth Advisors Portfolio holdings

AUM $703M
1-Year Est. Return 16.55%
This Quarter Est. Return
1 Year Est. Return
+16.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$581M
AUM Growth
-$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,536
New
Increased
Reduced
Closed

Top Buys

1
+$5.57M
2
+$5.26M
3
+$4.27M
4
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$3.08M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.92M

Top Sells

1
+$7.61M
2
+$4M
3
+$3.91M
4
IFRA icon
iShares US Infrastructure ETF
IFRA
+$1.95M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.25M

Sector Composition

1 Technology 6.11%
2 Healthcare 2.01%
3 Financials 1.6%
4 Consumer Discretionary 1.37%
5 Industrials 0.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$129K 0.02%
1,349
+1
227
$126K 0.02%
730
228
$126K 0.02%
421
+3
229
$126K 0.02%
14,320
+265
230
$125K 0.02%
1,134
+10
231
$123K 0.02%
769
232
$123K 0.02%
883
+1
233
$123K 0.02%
616
+1
234
$122K 0.02%
2,601
+249
235
$121K 0.02%
1,267
+34
236
$120K 0.02%
343
-56
237
$118K 0.02%
720
238
$113K 0.02%
3,599
-1
239
$113K 0.02%
2,722
+70
240
$113K 0.02%
170
-47
241
$111K 0.02%
2,800
242
$109K 0.02%
4,817
+185
243
$107K 0.02%
432
+23
244
$107K 0.02%
10,000
245
$107K 0.02%
510
+31
246
$106K 0.02%
3,431
247
$104K 0.02%
1,481
248
$103K 0.02%
4,000
249
$102K 0.02%
277
250
$102K 0.02%
4,470
8 9
10
11 12