PWA

Physician Wealth Advisors Portfolio holdings

AUM $719M
1-Year Est. Return 19.48%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.48%
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
+$5.97M
2
+$5.34M
3
+$4.47M
4
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$3.09M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.91M

Top Sells

1
+$7.76M
2
+$4.21M
3
+$3.75M
4
IFRA icon
iShares US Infrastructure ETF
IFRA
+$2.02M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.33M

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
251
$102K 0.02%
917
-18
252
$102K 0.02%
5,020
253
$102K 0.02%
4,173
254
$101K 0.02%
1,125
255
$100K 0.02%
610
+12
256
$99.3K 0.02%
1,430
+626
257
$97.2K 0.02%
1,451
+5
258
$96.4K 0.02%
729
259
$95.6K 0.02%
1,966
260
$95.6K 0.02%
258
261
$94.8K 0.02%
151
-6
262
$94.6K 0.02%
1,450
+17
263
$94.2K 0.02%
615
264
$94.1K 0.02%
2,252
265
$93.3K 0.02%
2,529
+64
266
$92.2K 0.02%
1,176
+80
267
$90.3K 0.02%
945
-255
268
$89.8K 0.02%
388
+118
269
$89.5K 0.02%
613
270
$89.4K 0.02%
296
271
$86.9K 0.02%
552
+5
272
$83.6K 0.01%
153
-18
273
$83.1K 0.01%
8,288
-628
274
$80.5K 0.01%
562
-9
275
$80.4K 0.01%
1,345
9 10
11
12 13