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
601
$11.1K ﹤0.01%
51
+5
602
$11K ﹤0.01%
699
603
$10.9K ﹤0.01%
82
-46
604
$10.8K ﹤0.01%
150
605
$10.2K ﹤0.01%
132
+120
606
$10.2K ﹤0.01%
171
+15
607
$10.2K ﹤0.01%
71
608
$10.1K ﹤0.01%
148
+2
609
$10.1K ﹤0.01%
89
610
$10.1K ﹤0.01%
307
611
$10K ﹤0.01%
63
+25
612
$9.91K ﹤0.01%
75
+15
613
$9.89K ﹤0.01%
173
614
$9.77K ﹤0.01%
27
615
$9.74K ﹤0.01%
100
616
$9.72K ﹤0.01%
448
+5
617
$9.63K ﹤0.01%
186
618
$9.57K ﹤0.01%
22
+8
619
$9.51K ﹤0.01%
87
620
$9.35K ﹤0.01%
166
621
$9.2K ﹤0.01%
72
622
$9.19K ﹤0.01%
550
623
$9.16K ﹤0.01%
217
624
$9.05K ﹤0.01%
71
+1
625
$8.97K ﹤0.01%
235
23 24
25
26 27