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
376
$37.4K 0.01%
407
+7
377
$37.3K 0.01%
80
378
$37K 0.01%
1,741
379
$36.4K 0.01%
207
380
$36.3K 0.01%
+426
381
$36.2K 0.01%
436
382
$35.4K 0.01%
941
-6
383
$35.4K 0.01%
205
-6
384
$35.4K 0.01%
149
+84
385
$35K 0.01%
3,000
386
$35K 0.01%
772
+28
387
$35K 0.01%
593
388
$34.7K 0.01%
297
+4
389
$34.7K 0.01%
484
+1
390
$34.5K 0.01%
510
391
$34.2K 0.01%
+270
392
$34K 0.01%
349
-94
393
$34K 0.01%
104
394
$33.9K 0.01%
363
-20
395
$33.8K 0.01%
1,000
396
$33.3K 0.01%
270
+1
397
$33.3K 0.01%
1,661
398
$33K 0.01%
151
399
$33K 0.01%
2,138
400
$32.9K 0.01%
473
14 15
16
17 18