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
876
$1.9K ﹤0.01%
376
877
$1.89K ﹤0.01%
250
878
$1.88K ﹤0.01%
79
879
$1.86K ﹤0.01%
+19
880
$1.86K ﹤0.01%
+13
881
$1.86K ﹤0.01%
13
882
$1.85K ﹤0.01%
36
883
$1.85K ﹤0.01%
+41
884
$1.84K ﹤0.01%
23
885
$1.83K ﹤0.01%
+12
886
$1.83K ﹤0.01%
+117
887
$1.82K ﹤0.01%
44
-12
888
$1.81K ﹤0.01%
33
-77
889
$1.8K ﹤0.01%
24
890
$1.8K ﹤0.01%
+9
891
$1.79K ﹤0.01%
8
+4
892
$1.79K ﹤0.01%
19
893
$1.78K ﹤0.01%
+88
894
$1.78K ﹤0.01%
60
895
$1.78K ﹤0.01%
58
896
$1.77K ﹤0.01%
+17
897
$1.77K ﹤0.01%
89
-378
898
$1.76K ﹤0.01%
11
-57
899
$1.75K ﹤0.01%
3
900
$1.74K ﹤0.01%
+24
34 35
36
37 38