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
1276
$696 ﹤0.01%
4
1277
$694 ﹤0.01%
6
-4
1278
$689 ﹤0.01%
4
1279
$689 ﹤0.01%
112
1280
$689 ﹤0.01%
410
1281
$687 ﹤0.01%
+86
1282
$686 ﹤0.01%
+9
1283
$685 ﹤0.01%
+20
1284
$683 ﹤0.01%
+8
1285
$682 ﹤0.01%
+7
1286
$681 ﹤0.01%
22
-17
1287
$681 ﹤0.01%
+17
1288
$681 ﹤0.01%
35
1289
$680 ﹤0.01%
+8
1290
$679 ﹤0.01%
22
1291
$679 ﹤0.01%
+25
1292
$676 ﹤0.01%
+2
1293
$674 ﹤0.01%
+26
1294
$674 ﹤0.01%
7
1295
$673 ﹤0.01%
+79
1296
$666 ﹤0.01%
76
-49
1297
$666 ﹤0.01%
+11
1298
$665 ﹤0.01%
+18
1299
$665 ﹤0.01%
+19
1300
$663 ﹤0.01%
+2
50 51
52
53 54