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
126
$352K 0.06%
6,923
+138
127
$343K 0.06%
8,700
128
$337K 0.06%
3,360
129
$316K 0.05%
9,267
130
$316K 0.05%
13,489
+134
131
$314K 0.05%
3,060
-139
132
$310K 0.05%
4,860
-1
133
$308K 0.05%
4,467
+56
134
$306K 0.05%
15,539
135
$304K 0.05%
3,718
-224
136
$299K 0.05%
2,254
+9
137
$297K 0.05%
2,831
-106
138
$297K 0.05%
14,833
139
$294K 0.05%
591
-25
140
$291K 0.05%
6,966
141
$290K 0.05%
553
-119
142
$285K 0.05%
11,978
+598
143
$277K 0.05%
2,828
+20
144
$277K 0.05%
4,779
145
$276K 0.05%
5,534
+4
146
$274K 0.05%
289
-24
147
$269K 0.05%
3,779
-5,403
148
$268K 0.05%
1,168
-3
149
$261K 0.04%
538
+40
150
$259K 0.04%
1,853
-93
4 5
6
7 8