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
526
$16K ﹤0.01%
51
-12
527
$16K ﹤0.01%
204
+30
528
$16K ﹤0.01%
282
+16
529
$15.8K ﹤0.01%
1,794
-111
530
$15.7K ﹤0.01%
241
531
$15.7K ﹤0.01%
93
-117
532
$15.5K ﹤0.01%
132
+124
533
$15.3K ﹤0.01%
50
534
$15.3K ﹤0.01%
53
+24
535
$15.2K ﹤0.01%
778
536
$15.2K ﹤0.01%
333
-11
537
$15.2K ﹤0.01%
224
+110
538
$15.2K ﹤0.01%
1,112
+66
539
$15.1K ﹤0.01%
263
+19
540
$14.7K ﹤0.01%
129
541
$14.6K ﹤0.01%
552
542
$14.6K ﹤0.01%
198
-177
543
$14.5K ﹤0.01%
294
544
$14.5K ﹤0.01%
278
545
$14.4K ﹤0.01%
59
+3
546
$14.3K ﹤0.01%
398
-68
547
$14.3K ﹤0.01%
227
548
$14.3K ﹤0.01%
768
549
$14.1K ﹤0.01%
264
550
$14.1K ﹤0.01%
120
20 21
22
23 24