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
726
$5.27K ﹤0.01%
75
+2
727
$5.25K ﹤0.01%
114
+24
728
$5.11K ﹤0.01%
50
729
$5.1K ﹤0.01%
511
-111
730
$5.09K ﹤0.01%
43
+8
731
$5.09K ﹤0.01%
18
-141
732
$5.07K ﹤0.01%
72
733
$5K ﹤0.01%
+105
734
$4.96K ﹤0.01%
110
735
$4.94K ﹤0.01%
107
-3
736
$4.93K ﹤0.01%
65
-37
737
$4.9K ﹤0.01%
33
738
$4.89K ﹤0.01%
6
739
$4.75K ﹤0.01%
+108
740
$4.74K ﹤0.01%
100
741
$4.71K ﹤0.01%
151
+31
742
$4.7K ﹤0.01%
79
743
$4.69K ﹤0.01%
90
744
$4.64K ﹤0.01%
113
745
$4.64K ﹤0.01%
70
746
$4.63K ﹤0.01%
50
747
$4.59K ﹤0.01%
21
748
$4.58K ﹤0.01%
484
749
$4.57K ﹤0.01%
103
750
$4.57K ﹤0.01%
50
28 29
30
31 32