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
1426
$26 ﹤0.01%
4
1427
$23 ﹤0.01%
3
1428
$18 ﹤0.01%
1
1429
$12 ﹤0.01%
2
1430
$12 ﹤0.01%
1
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
– –
-5
1438
– –
-593
1439
– –
-14
1440
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-50
1441
– –
-51
1442
– –
-133
1443
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-2
1444
– –
-15
1445
– –
-182
1446
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-5
1447
– –
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1448
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-30
1449
– –
-921
1450
– –
-8
56 57
58
59 60