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
451
$24.5K ﹤0.01%
367
452
$24.5K ﹤0.01%
487
+3
453
$24.4K ﹤0.01%
351
454
$24.4K ﹤0.01%
92
+3
455
$24.1K ﹤0.01%
274
+8
456
$23.9K ﹤0.01%
1,040
-725
457
$23.7K ﹤0.01%
470
458
$23.6K ﹤0.01%
1,734
459
$23.2K ﹤0.01%
477
460
$22.8K ﹤0.01%
80
461
$22.7K ﹤0.01%
53
462
$22.4K ﹤0.01%
587
+45
463
$22.4K ﹤0.01%
584
464
$22.4K ﹤0.01%
435
+47
465
$22.4K ﹤0.01%
586
466
$22.3K ﹤0.01%
105
+94
467
$22.2K ﹤0.01%
69
468
$22.2K ﹤0.01%
215
469
$22.1K ﹤0.01%
233
+13
470
$22K ﹤0.01%
156
471
$22K ﹤0.01%
305
+9
472
$21.4K ﹤0.01%
400
473
$21.4K ﹤0.01%
266
474
$21K ﹤0.01%
169
475
$20.9K ﹤0.01%
33
-19
17 18
19
20 21