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
1501
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1502
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1503
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1504
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1505
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1506
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-8
1507
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1508
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1509
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1510
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1511
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-24
1512
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1513
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1514
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1515
– –
-8,926
1516
– –
-500
1517
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-80
1518
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-1,400
1519
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1520
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1521
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1522
– –
-2
1523
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1524
– –
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1525
– –
-9
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