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
301
$64.1K 0.01%
875
-346
302
$64K 0.01%
2,418
+4
303
$62.9K 0.01%
2,590
304
$62.1K 0.01%
201
-7
305
$61.9K 0.01%
1,303
+113
306
$60.6K 0.01%
559
307
$60.1K 0.01%
633
308
$59.8K 0.01%
457
309
$59.2K 0.01%
566
+139
310
$57.7K 0.01%
2,329
+62
311
$57.5K 0.01%
1,732
-694
312
$57.3K 0.01%
1,480
+669
313
$57.3K 0.01%
1,082
+21
314
$56.6K 0.01%
976
+379
315
$56.4K 0.01%
751
316
$56.2K 0.01%
1,357
+4
317
$55.4K 0.01%
1,346
-12
318
$55.2K 0.01%
201
-1,939
319
$54.2K 0.01%
213
+69
320
$54.1K 0.01%
89
-37
321
$53.8K 0.01%
212
-48
322
$53.7K 0.01%
607
323
$53.6K 0.01%
+2,470
324
$53.4K 0.01%
+1,650
325
$53.4K 0.01%
483
11 12
13
14 15