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
851
$2.17K ﹤0.01%
25
+15
852
$2.15K ﹤0.01%
12
+6
853
$2.15K ﹤0.01%
22
854
$2.14K ﹤0.01%
91
+58
855
$2.12K ﹤0.01%
+36
856
$2.11K ﹤0.01%
+152
857
$2.09K ﹤0.01%
135
858
$2.08K ﹤0.01%
+9
859
$2.07K ﹤0.01%
43
860
$2.06K ﹤0.01%
+236
861
$2.05K ﹤0.01%
48
-2
862
$2.05K ﹤0.01%
17
+7
863
$2.04K ﹤0.01%
95
864
$2.04K ﹤0.01%
+60
865
$2.04K ﹤0.01%
28
+13
866
$2.01K ﹤0.01%
33
867
$2K ﹤0.01%
60
-24
868
$2K ﹤0.01%
+28
869
$1.98K ﹤0.01%
100
870
$1.96K ﹤0.01%
50
-26
871
$1.93K ﹤0.01%
79
872
$1.92K ﹤0.01%
38
-80
873
$1.91K ﹤0.01%
50
874
$1.9K ﹤0.01%
+11
875
$1.9K ﹤0.01%
100
33 34
35
36 37