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
951
$1.35K ﹤0.01%
25
-28
952
$1.35K ﹤0.01%
+51
953
$1.34K ﹤0.01%
+5
954
$1.33K ﹤0.01%
222
955
$1.32K ﹤0.01%
+17
956
$1.32K ﹤0.01%
+28
957
$1.31K ﹤0.01%
+169
958
$1.31K ﹤0.01%
50
959
$1.31K ﹤0.01%
+21
960
$1.3K ﹤0.01%
13
+4
961
$1.3K ﹤0.01%
208
962
$1.29K ﹤0.01%
34
963
$1.28K ﹤0.01%
+86
964
$1.28K ﹤0.01%
49
+18
965
$1.28K ﹤0.01%
+88
966
$1.26K ﹤0.01%
+8
967
$1.25K ﹤0.01%
+27
968
$1.25K ﹤0.01%
87
969
$1.25K ﹤0.01%
+107
970
$1.24K ﹤0.01%
+90
971
$1.24K ﹤0.01%
+87
972
$1.24K ﹤0.01%
+9
973
$1.24K ﹤0.01%
86
974
$1.23K ﹤0.01%
28
975
$1.23K ﹤0.01%
+2
37 38
39
40 41