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
426
$29.2K 0.01%
290
427
$29.2K 0.01%
481
-6
428
$29.1K 0.01%
396
-243
429
$28.4K ﹤0.01%
195
-6
430
$28.4K ﹤0.01%
254
+3
431
$28.3K ﹤0.01%
869
+50
432
$28.1K ﹤0.01%
290
433
$28K ﹤0.01%
369
434
$27.6K ﹤0.01%
703
435
$27.3K ﹤0.01%
59
436
$27.3K ﹤0.01%
193
437
$27.3K ﹤0.01%
177
+4
438
$26.7K ﹤0.01%
50
439
$26.7K ﹤0.01%
360
440
$26.5K ﹤0.01%
373
441
$26.4K ﹤0.01%
372
-58
442
$26.3K ﹤0.01%
346
443
$26.2K ﹤0.01%
552
+4
444
$26.2K ﹤0.01%
665
445
$26.2K ﹤0.01%
96
+3
446
$25.7K ﹤0.01%
647
-149
447
$25.3K ﹤0.01%
147
+15
448
$25.2K ﹤0.01%
327
+13
449
$24.9K ﹤0.01%
37
+1
450
$24.7K ﹤0.01%
343
16 17
18
19 20