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
501
$18.6K ﹤0.01%
152
502
$18.5K ﹤0.01%
347
+153
503
$18.5K ﹤0.01%
267
504
$18.2K ﹤0.01%
790
+5
505
$18K ﹤0.01%
105
+1
506
$17.9K ﹤0.01%
300
507
$17.8K ﹤0.01%
84
508
$17.7K ﹤0.01%
78
509
$17.7K ﹤0.01%
88
510
$17.7K ﹤0.01%
253
511
$17.6K ﹤0.01%
41
+37
512
$17.5K ﹤0.01%
199
-74
513
$17.3K ﹤0.01%
820
514
$17.3K ﹤0.01%
202
+12
515
$17.2K ﹤0.01%
45
516
$17K ﹤0.01%
78
+9
517
$16.9K ﹤0.01%
173
-29
518
$16.8K ﹤0.01%
+105
519
$16.7K ﹤0.01%
955
520
$16.4K ﹤0.01%
98
+6
521
$16.4K ﹤0.01%
128
522
$16.3K ﹤0.01%
72
523
$16K ﹤0.01%
1,287
-7
524
$16K ﹤0.01%
65
+1
525
$16K ﹤0.01%
105
19 20
21
22 23