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
1426
$26 ﹤0.01%
4
1427
$23 ﹤0.01%
3
1428
$18 ﹤0.01%
1
1429
$12 ﹤0.01%
1
1430
$12 ﹤0.01%
2
1431
$8 ﹤0.01%
2
1432
$7 ﹤0.01%
1
1433
$7 ﹤0.01%
1
1434
$5 ﹤0.01%
2
1435
– –
0
1436
$2 ﹤0.01%
1
1437
– –
-7
1438
– –
-15
1439
– –
-70
1440
– –
-12
1441
– –
-24
1442
– –
-93
1443
– –
-56
1444
– –
-16
1445
– –
-12
1446
– –
-13
1447
– –
-717
1448
– –
-9
1449
– –
-49
1450
– –
-23
56 57
58
59 60