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
151
$253K 0.04%
7,350
152
$249K 0.04%
2,519
+38
153
$244K 0.04%
2,002
-137
154
$243K 0.04%
1,871
+1
155
$240K 0.04%
2,419
+45
156
$235K 0.04%
1,064
-22
157
$231K 0.04%
3,659
158
$231K 0.04%
1,336
-977
159
$231K 0.04%
10,362
+4,132
160
$230K 0.04%
5,843
-376
161
$228K 0.04%
692
+9
162
$228K 0.04%
9,749
+3,902
163
$223K 0.04%
3,984
+21
164
$221K 0.04%
835
+12
165
$220K 0.04%
7,130
+1
166
$219K 0.04%
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-58
167
$217K 0.04%
7,594
+1
168
$216K 0.04%
764
+1
169
$216K 0.04%
425
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170
$214K 0.04%
3,780
+61
171
$212K 0.04%
8,441
+2,637
172
$212K 0.04%
1,179
+3
173
$211K 0.04%
1,889
174
$210K 0.04%
801
+31
175
$209K 0.04%
32,330
5 6
7
8 9