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
626
$8.96K ﹤0.01%
232
627
$8.93K ﹤0.01%
47
+3
628
$8.93K ﹤0.01%
161
629
$8.79K ﹤0.01%
22
630
$8.79K ﹤0.01%
28,375
631
$8.78K ﹤0.01%
156
632
$8.75K ﹤0.01%
30
633
$8.73K ﹤0.01%
252
-27
634
$8.67K ﹤0.01%
128
635
$8.55K ﹤0.01%
45
636
$8.52K ﹤0.01%
176
-12
637
$8.49K ﹤0.01%
123
+14
638
$8.41K ﹤0.01%
109
-80
639
$8.38K ﹤0.01%
45
640
$8.31K ﹤0.01%
40
641
$8.3K ﹤0.01%
395
642
$8.26K ﹤0.01%
56
643
$8.25K ﹤0.01%
15
+4
644
$8.22K ﹤0.01%
300
+120
645
$8.2K ﹤0.01%
116
+10
646
$8.1K ﹤0.01%
338
647
$8.01K ﹤0.01%
984
648
$7.99K ﹤0.01%
40
+36
649
$7.97K ﹤0.01%
44
650
$7.96K ﹤0.01%
55
24 25
26
27 28