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
276
$80.3K 0.01%
4,059
277
$78.3K 0.01%
1,000
278
$77.9K 0.01%
380
+24
279
$77.3K 0.01%
376
+55
280
$76.1K 0.01%
965
281
$76.1K 0.01%
574
-81
282
$76.1K 0.01%
4,500
283
$75.6K 0.01%
749
-249
284
$75.5K 0.01%
2,720
285
$75K 0.01%
217
+3
286
$73.6K 0.01%
352
-39
287
$73.4K 0.01%
270
+4
288
$71.9K 0.01%
268
-155
289
$71.4K 0.01%
1,462
290
$71.4K 0.01%
3,020
-58
291
$69.9K 0.01%
388
+51
292
$69.7K 0.01%
198
-1
293
$69.5K 0.01%
1,543
-43,298
294
$69.4K 0.01%
2,751
295
$68.1K 0.01%
1,339
-699
296
$67.5K 0.01%
221
+7
297
$65.9K 0.01%
418
298
$65.4K 0.01%
231
-111
299
$64.6K 0.01%
265
+1
300
$64.4K 0.01%
1,250
10 11
12
13 14