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
901
$1.71K ﹤0.01%
+3
902
$1.71K ﹤0.01%
14
+8
903
$1.71K ﹤0.01%
+34
904
$1.7K ﹤0.01%
40
905
$1.7K ﹤0.01%
+46
906
$1.7K ﹤0.01%
+80
907
$1.7K ﹤0.01%
13
-4
908
$1.7K ﹤0.01%
+22
909
$1.69K ﹤0.01%
443
910
$1.68K ﹤0.01%
+72
911
$1.67K ﹤0.01%
+613
912
$1.66K ﹤0.01%
33
913
$1.65K ﹤0.01%
44
914
$1.64K ﹤0.01%
+13
915
$1.63K ﹤0.01%
201
+181
916
$1.62K ﹤0.01%
33
917
$1.61K ﹤0.01%
83
918
$1.61K ﹤0.01%
105
919
$1.59K ﹤0.01%
+10
920
$1.58K ﹤0.01%
26
921
$1.58K ﹤0.01%
+27
922
$1.58K ﹤0.01%
+38
923
$1.58K ﹤0.01%
12
924
$1.57K ﹤0.01%
26
+14
925
$1.56K ﹤0.01%
10
35 36
37
38 39