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
1
$75M 12.91%
133,494
-1,538
2
$43.7M 7.53%
664,678
-60,887
3
$24.9M 4.29%
145,741
+24,985
4
$23.4M 4.02%
747,931
+21,142
5
$20.9M 3.6%
225,523
+11,403
6
$18.9M 3.25%
386,683
+20,746
7
$17.6M 3.04%
144,589
-22
8
$17M 2.92%
76,375
+188
9
$16.2M 2.79%
85,176
+27,590
10
$15.4M 2.65%
400,697
+14,505
11
$14.6M 2.51%
246,959
-66,281
12
$11.8M 2.04%
457,024
-14,899
13
$11.2M 1.94%
148,670
+1,586
14
$11.2M 1.92%
244,503
+10,339
15
$10.2M 1.76%
102,030
-76,090
16
$8.96M 1.54%
146,218
+5,283
17
$8.32M 1.43%
154,206
+54,073
18
$8.08M 1.39%
138,413
-21,496
19
$7.63M 1.31%
37,879
+4,267
20
$7.6M 1.31%
122,940
-2,806
21
$7.33M 1.26%
105,007
+430
22
$6.89M 1.19%
49,062
+3,344
23
$6.83M 1.18%
123,983
-21,786
24
$6.1M 1.05%
16,249
-98
25
$5.74M 0.99%
62,083
+1,704
1
2 3 4 5