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
1026
$1.04K ﹤0.01%
20
1027
$1.04K ﹤0.01%
+6
1028
$1.03K ﹤0.01%
15
-497
1029
$1.03K ﹤0.01%
+16
1030
$1.03K ﹤0.01%
+37
1031
$1.03K ﹤0.01%
+16
1032
$1.03K ﹤0.01%
+42
1033
$1.03K ﹤0.01%
47
-1,152
1034
$1.03K ﹤0.01%
17
1035
$1.03K ﹤0.01%
+9
1036
$1.02K ﹤0.01%
+101
1037
$1.02K ﹤0.01%
+13
1038
$1.02K ﹤0.01%
+11
1039
$1.02K ﹤0.01%
48
1040
$1.02K ﹤0.01%
+5
1041
$1.02K ﹤0.01%
+67
1042
$1.02K ﹤0.01%
+95
1043
$1.02K ﹤0.01%
+50
1044
$1.02K ﹤0.01%
+40
1045
$1.02K ﹤0.01%
+31
1046
$1.01K ﹤0.01%
+40
1047
$1.01K ﹤0.01%
+38
1048
$1.01K ﹤0.01%
+10
1049
$1.01K ﹤0.01%
+11
1050
$1.01K ﹤0.01%
+29
40 41
42
43 44