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
801
$3.25K ﹤0.01%
373
+104
802
$3.22K ﹤0.01%
15
+5
803
$3.21K ﹤0.01%
217
-11
804
$3.2K ﹤0.01%
75
805
$3.18K ﹤0.01%
619
806
$3.07K ﹤0.01%
200
-36
807
$3.07K ﹤0.01%
6
-59
808
$3.06K ﹤0.01%
74
-23
809
$3K ﹤0.01%
66
810
$2.93K ﹤0.01%
245
811
$2.89K ﹤0.01%
270
812
$2.85K ﹤0.01%
31
813
$2.85K ﹤0.01%
216
+40
814
$2.85K ﹤0.01%
182
815
$2.83K ﹤0.01%
1,022
816
$2.79K ﹤0.01%
171
817
$2.78K ﹤0.01%
32
818
$2.75K ﹤0.01%
126
+22
819
$2.73K ﹤0.01%
275
820
$2.71K ﹤0.01%
381
+279
821
$2.7K ﹤0.01%
490
+115
822
$2.67K ﹤0.01%
+140
823
$2.66K ﹤0.01%
39
+23
824
$2.64K ﹤0.01%
15
825
$2.62K ﹤0.01%
54
+10
31 32
33
34 35