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
401
$32.4K 0.01%
170
402
$32.3K 0.01%
698
-34
403
$32.3K 0.01%
200
404
$32.2K 0.01%
902
405
$31.9K 0.01%
449
406
$31.9K 0.01%
1,247
+23
407
$31.7K 0.01%
306
408
$31.6K 0.01%
387
+2
409
$31.6K 0.01%
374
410
$31.4K 0.01%
1,138
-2,034
411
$31.2K 0.01%
422
412
$31.2K 0.01%
265
+155
413
$30.9K 0.01%
236
+1
414
$30.7K 0.01%
276
-315
415
$30.6K 0.01%
263
416
$30.4K 0.01%
513
+3
417
$30.4K 0.01%
378
418
$30.4K 0.01%
333
419
$30.2K 0.01%
1,189
-269
420
$29.7K 0.01%
645
421
$29.6K 0.01%
144
422
$29.5K 0.01%
58
+2
423
$29.4K 0.01%
184
-123
424
$29.4K 0.01%
1,326
425
$29.3K 0.01%
358
15 16
17
18 19