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
926
$1.55K ﹤0.01%
+20
927
$1.55K ﹤0.01%
+121
928
$1.53K ﹤0.01%
80
+41
929
$1.53K ﹤0.01%
+1,428
930
$1.51K ﹤0.01%
+33
931
$1.51K ﹤0.01%
+131
932
$1.51K ﹤0.01%
+155
933
$1.5K ﹤0.01%
+8
934
$1.49K ﹤0.01%
9
935
$1.49K ﹤0.01%
+6
936
$1.47K ﹤0.01%
+69
937
$1.47K ﹤0.01%
+91
938
$1.46K ﹤0.01%
+7
939
$1.46K ﹤0.01%
+97
940
$1.44K ﹤0.01%
+201
941
$1.42K ﹤0.01%
50
+5
942
$1.41K ﹤0.01%
91
943
$1.39K ﹤0.01%
61
+29
944
$1.39K ﹤0.01%
40
945
$1.38K ﹤0.01%
1
-15
946
$1.38K ﹤0.01%
+40
947
$1.36K ﹤0.01%
2
+1
948
$1.36K ﹤0.01%
300
949
$1.36K ﹤0.01%
+40
950
$1.36K ﹤0.01%
+93
36 37
38
39 40