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
776
$3.87K ﹤0.01%
130
777
$3.85K ﹤0.01%
64
-166
778
$3.85K ﹤0.01%
36
779
$3.84K ﹤0.01%
50
780
$3.77K ﹤0.01%
1,000
781
$3.76K ﹤0.01%
51
782
$3.75K ﹤0.01%
69
-1
783
$3.75K ﹤0.01%
100
784
$3.7K ﹤0.01%
92
785
$3.69K ﹤0.01%
87
786
$3.66K ﹤0.01%
121
+104
787
$3.61K ﹤0.01%
100
788
$3.61K ﹤0.01%
+32
789
$3.54K ﹤0.01%
44
+11
790
$3.54K ﹤0.01%
487
+4
791
$3.53K ﹤0.01%
8
-598
792
$3.45K ﹤0.01%
133
+5
793
$3.42K ﹤0.01%
50
-18
794
$3.4K ﹤0.01%
63
795
$3.39K ﹤0.01%
38
+16
796
$3.37K ﹤0.01%
655
+511
797
$3.36K ﹤0.01%
86
798
$3.36K ﹤0.01%
585
+168
799
$3.31K ﹤0.01%
+160
800
$3.29K ﹤0.01%
78
30 31
32
33 34