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
351
$45K 0.01%
1,446
352
$44.9K 0.01%
1,124
353
$44.8K 0.01%
345
354
$44.5K 0.01%
215
355
$44.3K 0.01%
466
+3
356
$44.1K 0.01%
1,055
357
$44K 0.01%
1,264
358
$43.7K 0.01%
491
359
$43.4K 0.01%
373
360
$43.1K 0.01%
163
361
$41.9K 0.01%
844
362
$41.9K 0.01%
156
363
$41.9K 0.01%
834
+448
364
$41.7K 0.01%
1,125
365
$41.5K 0.01%
457
-1
366
$41.5K 0.01%
528
+1
367
$41.3K 0.01%
88
+2
368
$40.6K 0.01%
1,375
+29
369
$39.7K 0.01%
518
+36
370
$39.5K 0.01%
94
-10
371
$39.1K 0.01%
161
-1
372
$39K 0.01%
1,330
+6
373
$38K 0.01%
122
+7
374
$37.6K 0.01%
155
-77
375
$37.4K 0.01%
719
-11
13 14
15
16 17