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
751
$4.47K ﹤0.01%
+74
752
$4.43K ﹤0.01%
100
753
$4.43K ﹤0.01%
250
+96
754
$4.39K ﹤0.01%
551
+45
755
$4.37K ﹤0.01%
161
756
$4.32K ﹤0.01%
18
757
$4.3K ﹤0.01%
220
758
$4.28K ﹤0.01%
62
+27
759
$4.28K ﹤0.01%
104
+6
760
$4.27K ﹤0.01%
1,000
761
$4.25K ﹤0.01%
28
762
$4.21K ﹤0.01%
190
763
$4.18K ﹤0.01%
407
-2,338
764
$4.17K ﹤0.01%
180
765
$4.17K ﹤0.01%
61
766
$4.14K ﹤0.01%
+195
767
$4.07K ﹤0.01%
97
768
$4.04K ﹤0.01%
12
-45
769
$4.03K ﹤0.01%
11
770
$4.03K ﹤0.01%
184
-21
771
$3.98K ﹤0.01%
+3
772
$3.97K ﹤0.01%
134
+34
773
$3.92K ﹤0.01%
631
+145
774
$3.91K ﹤0.01%
318
-2,083
775
$3.88K ﹤0.01%
54
+39
29 30
31
32 33