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
676
$7K ﹤0.01%
871
677
$7K ﹤0.01%
115
678
$6.98K ﹤0.01%
96
679
$6.93K ﹤0.01%
1,035
680
$6.91K ﹤0.01%
333
681
$6.9K ﹤0.01%
220
682
$6.87K ﹤0.01%
92
-119
683
$6.87K ﹤0.01%
1,474
+220
684
$6.83K ﹤0.01%
589
685
$6.81K ﹤0.01%
100
686
$6.81K ﹤0.01%
170
687
$6.72K ﹤0.01%
71
688
$6.59K ﹤0.01%
91
689
$6.52K ﹤0.01%
268
690
$6.46K ﹤0.01%
233
-661
691
$6.43K ﹤0.01%
293
+53
692
$6.42K ﹤0.01%
78
693
$6.32K ﹤0.01%
154
694
$6.29K ﹤0.01%
175
695
$6.27K ﹤0.01%
17
+6
696
$6.24K ﹤0.01%
201
697
$6.23K ﹤0.01%
60
698
$6.21K ﹤0.01%
98
699
$6.2K ﹤0.01%
160
+84
700
$6.17K ﹤0.01%
+426
26 27
28
29 30