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
701
$6.16K ﹤0.01%
146
-60
702
$6.13K ﹤0.01%
20
703
$6.12K ﹤0.01%
40
704
$6.06K ﹤0.01%
290
705
$6.04K ﹤0.01%
644
+206
706
$6.02K ﹤0.01%
44
+14
707
$6.02K ﹤0.01%
+76
708
$5.96K ﹤0.01%
144
-100
709
$5.94K ﹤0.01%
27
710
$5.92K ﹤0.01%
10
-2
711
$5.9K ﹤0.01%
162
712
$5.9K ﹤0.01%
31
+3
713
$5.85K ﹤0.01%
200
714
$5.78K ﹤0.01%
232
715
$5.72K ﹤0.01%
+164
716
$5.62K ﹤0.01%
+110
717
$5.56K ﹤0.01%
293
718
$5.52K ﹤0.01%
75
719
$5.52K ﹤0.01%
514
+93
720
$5.41K ﹤0.01%
+27
721
$5.35K ﹤0.01%
56
722
$5.33K ﹤0.01%
1,741
+895
723
$5.3K ﹤0.01%
231
-74
724
$5.3K ﹤0.01%
48
-306
725
$5.27K ﹤0.01%
359
27 28
29
30 31