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
826
$2.61K ﹤0.01%
+100
827
$2.59K ﹤0.01%
42
828
$2.56K ﹤0.01%
62
829
$2.56K ﹤0.01%
34
830
$2.55K ﹤0.01%
219
-17,292
831
$2.54K ﹤0.01%
123
832
$2.51K ﹤0.01%
160
+58
833
$2.48K ﹤0.01%
+27
834
$2.47K ﹤0.01%
52
-12
835
$2.45K ﹤0.01%
+25
836
$2.44K ﹤0.01%
8
837
$2.42K ﹤0.01%
50
838
$2.4K ﹤0.01%
1,030
-2,321
839
$2.38K ﹤0.01%
+9
840
$2.37K ﹤0.01%
100
+66
841
$2.36K ﹤0.01%
4
842
$2.35K ﹤0.01%
591
-303
843
$2.31K ﹤0.01%
80
844
$2.29K ﹤0.01%
+123
845
$2.25K ﹤0.01%
25
846
$2.24K ﹤0.01%
+103
847
$2.24K ﹤0.01%
57
848
$2.21K ﹤0.01%
978
+426
849
$2.19K ﹤0.01%
24
850
$2.17K ﹤0.01%
51
+28
32 33
34
35 36