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
51
$1.64M 0.28%
11,060
-57
52
$1.63M 0.28%
27,977
-1,010
53
$1.6M 0.28%
7,938
+1
54
$1.6M 0.28%
6,764
-110
55
$1.55M 0.27%
15,873
+129
56
$1.43M 0.25%
5,500
-65
57
$1.36M 0.23%
14,494
-257
58
$1.25M 0.21%
42,581
59
$1.19M 0.2%
33,157
-500
60
$1.15M 0.2%
1,396
-10
61
$1.05M 0.18%
7,012
-8
62
$1.05M 0.18%
11,971
+628
63
$1.03M 0.18%
9,653
+119
64
$1.01M 0.17%
15,963
-615
65
$994K 0.17%
3,868
+9
66
$987K 0.17%
6,383
-567
67
$982K 0.17%
8,856
-412
68
$962K 0.17%
9,722
-4,366
69
$931K 0.16%
8,818
+406
70
$917K 0.16%
4,922
-479
71
$912K 0.16%
1,145
+15
72
$887K 0.15%
1,782
73
$873K 0.15%
2,655
+11
74
$818K 0.14%
1,492
-59
75
$803K 0.14%
1,393
+46
1 2
3
4 5