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
101
$446K 0.08%
15,572
+72
102
$441K 0.08%
9,452
-401
103
$432K 0.07%
17,939
104
$403K 0.07%
1,101
+1
105
$402K 0.07%
7,939
+2,044
106
$402K 0.07%
8,444
+3,995
107
$400K 0.07%
4,459
+45
108
$394K 0.07%
6,000
-138
109
$394K 0.07%
1,605
-6
110
$391K 0.07%
1,358
-500
111
$386K 0.07%
17,927
+245
112
$383K 0.07%
16,715
+2,290
113
$382K 0.07%
7,701
+225
114
$380K 0.07%
1,413
115
$378K 0.07%
23,954
+148
116
$372K 0.06%
4,717
-5
117
$372K 0.06%
999
118
$371K 0.06%
4,017
-1,662
119
$371K 0.06%
750
-39
120
$367K 0.06%
3,751
-88
121
$362K 0.06%
2,495
-199
122
$361K 0.06%
78
+2
123
$358K 0.06%
2,334
-12
124
$358K 0.06%
10,260
125
$356K 0.06%
2,143
+121
3 4
5
6 7