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
976
$1.23K ﹤0.01%
19
-32
977
$1.23K ﹤0.01%
+667
978
$1.23K ﹤0.01%
6
+1
979
$1.21K ﹤0.01%
7
980
$1.21K ﹤0.01%
108
981
$1.2K ﹤0.01%
101
982
$1.19K ﹤0.01%
252
983
$1.19K ﹤0.01%
+161
984
$1.19K ﹤0.01%
37
-24
985
$1.18K ﹤0.01%
+166
986
$1.18K ﹤0.01%
1
987
$1.17K ﹤0.01%
10
988
$1.16K ﹤0.01%
+30
989
$1.16K ﹤0.01%
20
990
$1.15K ﹤0.01%
9
991
$1.15K ﹤0.01%
19
992
$1.15K ﹤0.01%
3
993
$1.15K ﹤0.01%
+35
994
$1.14K ﹤0.01%
+289
995
$1.14K ﹤0.01%
+90
996
$1.13K ﹤0.01%
+61
997
$1.12K ﹤0.01%
28
+12
998
$1.12K ﹤0.01%
5
+3
999
$1.12K ﹤0.01%
212
1000
$1.11K ﹤0.01%
+59
38 39
40
41 42