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
476
$20.8K ﹤0.01%
733
+285
477
$20.6K ﹤0.01%
809
478
$20.6K ﹤0.01%
668
479
$20.5K ﹤0.01%
237
+1
480
$20.5K ﹤0.01%
120
481
$20.5K ﹤0.01%
586
-25
482
$20.4K ﹤0.01%
540
-195
483
$20.4K ﹤0.01%
+377
484
$20.3K ﹤0.01%
845
+28
485
$20.3K ﹤0.01%
+96
486
$20K ﹤0.01%
722
487
$20K ﹤0.01%
63
+3
488
$20K ﹤0.01%
509
-17
489
$19.9K ﹤0.01%
172
490
$19.8K ﹤0.01%
197
491
$19.8K ﹤0.01%
180
+12
492
$19.8K ﹤0.01%
275
493
$19.7K ﹤0.01%
250
-30
494
$19.6K ﹤0.01%
400
495
$19.4K ﹤0.01%
704
496
$19.2K ﹤0.01%
766
+5
497
$19.1K ﹤0.01%
171
+1
498
$19K ﹤0.01%
329
499
$18.9K ﹤0.01%
739
500
$18.6K ﹤0.01%
182
-1
18 19
20
21 22