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
76
$789K 0.14%
22,584
-150
77
$763K 0.13%
7,233
-984
78
$758K 0.13%
4,445
-7
79
$692K 0.12%
8,464
-1,208
80
$688K 0.12%
4,407
+84
81
$686K 0.12%
13,759
+44
82
$674K 0.12%
1,204
-104
83
$651K 0.11%
23,124
-2,519
84
$647K 0.11%
56,157
+23,866
85
$636K 0.11%
12,553
+11,553
86
$619K 0.11%
2,393
+97
87
$593K 0.1%
1,899
+6
88
$577K 0.1%
1,646
-224
89
$551K 0.09%
3,320
+5
90
$520K 0.09%
20,850
91
$518K 0.09%
4,104
+6
92
$510K 0.09%
7,111
-53
93
$496K 0.09%
22,482
94
$490K 0.08%
2,375
+2
95
$482K 0.08%
6,367
+19
96
$479K 0.08%
2,159
97
$478K 0.08%
2,856
+600
98
$472K 0.08%
7,834
-66
99
$471K 0.08%
2,814
+12
100
$463K 0.08%
2,386
-121
2 3
4
5 6