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
576
$12.4K ﹤0.01%
155
577
$12.3K ﹤0.01%
478
+4
578
$12.2K ﹤0.01%
129
579
$12.2K ﹤0.01%
151
-67
580
$12.2K ﹤0.01%
510
581
$12.1K ﹤0.01%
27
-4
582
$12.1K ﹤0.01%
100
-916
583
$12K ﹤0.01%
132
-4
584
$12K ﹤0.01%
185
585
$11.9K ﹤0.01%
70
-116
586
$11.9K ﹤0.01%
187
587
$11.9K ﹤0.01%
652
+126
588
$11.8K ﹤0.01%
540
589
$11.8K ﹤0.01%
238
590
$11.7K ﹤0.01%
84
591
$11.7K ﹤0.01%
441
+72
592
$11.7K ﹤0.01%
78
-12
593
$11.7K ﹤0.01%
366
594
$11.7K ﹤0.01%
500
595
$11.5K ﹤0.01%
109
596
$11.4K ﹤0.01%
131
597
$11.3K ﹤0.01%
101
+1
598
$11.3K ﹤0.01%
62
+7
599
$11.3K ﹤0.01%
65
600
$11.1K ﹤0.01%
179
+123
22 23
24
25 26