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
326
$53.4K 0.01%
115
327
$53.2K 0.01%
210
328
$53.2K 0.01%
+2,300
329
$52.5K 0.01%
+2,170
330
$52.1K 0.01%
1,937
-3,923
331
$51.6K 0.01%
471
332
$51.6K 0.01%
175
333
$51.5K 0.01%
+2,000
334
$51.1K 0.01%
105
335
$50.9K 0.01%
1,729
-770
336
$50.7K 0.01%
384
+27
337
$50K 0.01%
1,161
338
$49.8K 0.01%
392
+5
339
$49.7K 0.01%
1,830
340
$49.2K 0.01%
1,360
341
$49.1K 0.01%
2,079
342
$48.8K 0.01%
201
-3
343
$48.1K 0.01%
1,102
344
$47.9K 0.01%
1,063
+78
345
$47.1K 0.01%
239
-3
346
$46.6K 0.01%
1,721
347
$46.2K 0.01%
442
+4
348
$46.1K 0.01%
229
+3
349
$45.8K 0.01%
505
350
$45.2K 0.01%
2,116
+188
12 13
14
15 16