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
1001
$1.11K ﹤0.01%
66
-25
1002
$1.11K ﹤0.01%
3
+1
1003
$1.11K ﹤0.01%
6
1004
$1.1K ﹤0.01%
+79
1005
$1.1K ﹤0.01%
37
+30
1006
$1.1K ﹤0.01%
+107
1007
$1.08K ﹤0.01%
32
1008
$1.08K ﹤0.01%
+5
1009
$1.08K ﹤0.01%
200
1010
$1.07K ﹤0.01%
+123
1011
$1.07K ﹤0.01%
19
-207
1012
$1.07K ﹤0.01%
+4
1013
$1.07K ﹤0.01%
9
1014
$1.06K ﹤0.01%
+4
1015
$1.06K ﹤0.01%
+102
1016
$1.06K ﹤0.01%
+26
1017
$1.06K ﹤0.01%
+13
1018
$1.05K ﹤0.01%
+4
1019
$1.05K ﹤0.01%
2
1020
$1.05K ﹤0.01%
50
+6
1021
$1.05K ﹤0.01%
10
-60
1022
$1.05K ﹤0.01%
+18
1023
$1.04K ﹤0.01%
+12
1024
$1.04K ﹤0.01%
+7
1025
$1.04K ﹤0.01%
+1,546
39 40
41
42 43