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
26
$5.57M 0.96%
+121,001
27
$5.15M 0.89%
83,168
+43,156
28
$5.06M 0.87%
184,133
-3,715
29
$5.01M 0.86%
151,949
+128
30
$4.98M 0.86%
45,914
+2,449
31
$4.73M 0.81%
53,556
+7
32
$4.16M 0.72%
56,040
+4,725
33
$3.96M 0.68%
32,490
-546
34
$3.74M 0.64%
62,576
-14,343
35
$3.37M 0.58%
32,587
+207
36
$3.34M 0.58%
36,920
-2,796
37
$3.17M 0.55%
30,333
-1,651
38
$3.09M 0.53%
85,152
+84,779
39
$3.03M 0.52%
38,835
-1,698
40
$2.85M 0.49%
101,942
+126
41
$2.77M 0.48%
14,553
-94
42
$2.54M 0.44%
4,764
+212
43
$2.49M 0.43%
4,854
+111
44
$2.22M 0.38%
38,324
-1,863
45
$2.2M 0.38%
4,691
+72
46
$2.2M 0.38%
4,051
+179
47
$2.13M 0.37%
81,176
+45
48
$2M 0.34%
33,101
+4,568
49
$1.87M 0.32%
35,795
-6,000
50
$1.73M 0.3%
1,826
+16
1
2
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