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
1401
$168 ﹤0.01%
+2
1402
$158 ﹤0.01%
+35
1403
$156 ﹤0.01%
20
1404
$143 ﹤0.01%
7
1405
$136 ﹤0.01%
10
1406
$128 ﹤0.01%
7
1407
$126 ﹤0.01%
4
1408
$115 ﹤0.01%
+2
1409
$114 ﹤0.01%
20
1410
$112 ﹤0.01%
+4
1411
$110 ﹤0.01%
2
1412
$107 ﹤0.01%
7
-67
1413
$98 ﹤0.01%
+3
1414
$78 ﹤0.01%
+1
1415
$71 ﹤0.01%
+2
1416
$70 ﹤0.01%
19
1417
$68 ﹤0.01%
3
1418
$66 ﹤0.01%
+5
1419
$59 ﹤0.01%
+2
1420
$49 ﹤0.01%
8
1421
$42 ﹤0.01%
17
1422
$41 ﹤0.01%
1
-181
1423
$39 ﹤0.01%
3
-42
1424
$32 ﹤0.01%
28
1425
$29 ﹤0.01%
7
55 56
57
58 59