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
651
$7.94K ﹤0.01%
45
-26
652
$7.94K ﹤0.01%
109
+73
653
$7.75K ﹤0.01%
64
654
$7.75K ﹤0.01%
53
+7
655
$7.71K ﹤0.01%
139
656
$7.7K ﹤0.01%
+257
657
$7.58K ﹤0.01%
300
658
$7.56K ﹤0.01%
89
659
$7.52K ﹤0.01%
152
660
$7.51K ﹤0.01%
67
+51
661
$7.43K ﹤0.01%
262
+33
662
$7.38K ﹤0.01%
1,297
663
$7.34K ﹤0.01%
600
664
$7.33K ﹤0.01%
154
665
$7.32K ﹤0.01%
300
666
$7.22K ﹤0.01%
120
667
$7.17K ﹤0.01%
330
668
$7.17K ﹤0.01%
+500
669
$7.17K ﹤0.01%
131
+15
670
$7.16K ﹤0.01%
+27
671
$7.15K ﹤0.01%
134
+19
672
$7.1K ﹤0.01%
189
673
$7.1K ﹤0.01%
151
674
$7.05K ﹤0.01%
28
675
$7.01K ﹤0.01%
204
25 26
27
28 29