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
176
$208K 0.04%
3,164
+215
177
$207K 0.04%
1,745
-103
178
$203K 0.04%
1,385
179
$203K 0.04%
3,300
-51
180
$202K 0.03%
7,144
+80
181
$197K 0.03%
1,156
182
$196K 0.03%
839
-29
183
$194K 0.03%
3,148
+84
184
$192K 0.03%
9,621
+69
185
$192K 0.03%
2,483
+193
186
$191K 0.03%
4,048
187
$191K 0.03%
4,408
-258
188
$191K 0.03%
1,014
-64
189
$187K 0.03%
488
-49
190
$187K 0.03%
1,081
191
$187K 0.03%
304
-19
192
$187K 0.03%
2,000
+20
193
$184K 0.03%
2,570
194
$177K 0.03%
2,636
-110
195
$171K 0.03%
7,060
+2,170
196
$169K 0.03%
1,049
197
$168K 0.03%
706
+2
198
$167K 0.03%
4,971
+4
199
$166K 0.03%
3,815
-97
200
$165K 0.03%
1,836
+41
6 7
8
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