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
201
$165K 0.03%
1,352
+6
202
$163K 0.03%
6,471
+3,851
203
$163K 0.03%
3,598
204
$162K 0.03%
1,456
+15
205
$161K 0.03%
1,196
206
$157K 0.03%
3,587
-2,359
207
$156K 0.03%
7,935
+2,725
208
$156K 0.03%
7,164
+2,470
209
$156K 0.03%
778
-86
210
$155K 0.03%
6,892
+2,350
211
$154K 0.03%
+4,500
212
$153K 0.03%
2,134
+14
213
$153K 0.03%
40
+2
214
$152K 0.03%
1,962
215
$152K 0.03%
3,608
-1,512
216
$148K 0.03%
1,698
217
$145K 0.03%
75
+7
218
$142K 0.02%
986
-259
219
$140K 0.02%
987
220
$140K 0.02%
1,171
221
$140K 0.02%
661
-47
222
$139K 0.02%
5,144
-310
223
$139K 0.02%
1,885
-309
224
$137K 0.02%
2,000
225
$136K 0.02%
1,607
+635
7 8
9
10 11