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
551
$14.1K ﹤0.01%
71
552
$14K ﹤0.01%
450
-49
553
$14K ﹤0.01%
+179
554
$13.9K ﹤0.01%
269
+1
555
$13.9K ﹤0.01%
952
556
$13.8K ﹤0.01%
198
557
$13.8K ﹤0.01%
200
558
$13.8K ﹤0.01%
203
-212
559
$13.6K ﹤0.01%
112
560
$13.6K ﹤0.01%
446
+2
561
$13.6K ﹤0.01%
214
+19
562
$13.5K ﹤0.01%
213
563
$13.5K ﹤0.01%
1,524
564
$13.3K ﹤0.01%
201
565
$13.3K ﹤0.01%
329
-90
566
$13.3K ﹤0.01%
97
+6
567
$13.2K ﹤0.01%
74
568
$13.2K ﹤0.01%
97
569
$13.1K ﹤0.01%
316
570
$12.9K ﹤0.01%
210
+49
571
$12.9K ﹤0.01%
211
+32
572
$12.7K ﹤0.01%
392
-1,513
573
$12.6K ﹤0.01%
211
574
$12.6K ﹤0.01%
47
575
$12.5K ﹤0.01%
377
21 22
23
24 25