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
1051
$1.01K ﹤0.01%
10
-5
1052
$1.01K ﹤0.01%
+342
1053
$1.01K ﹤0.01%
+9
1054
$1.01K ﹤0.01%
+137
1055
$1.01K ﹤0.01%
+535
1056
$1.01K ﹤0.01%
+90
1057
$1K ﹤0.01%
+54
1058
$1K ﹤0.01%
10
1059
$1K ﹤0.01%
+107
1060
$1K ﹤0.01%
27
-20
1061
$1K ﹤0.01%
+6
1062
$995 ﹤0.01%
+55
1063
$994 ﹤0.01%
+20
1064
$993 ﹤0.01%
+6
1065
$992 ﹤0.01%
13
1066
$992 ﹤0.01%
+4
1067
$992 ﹤0.01%
+34
1068
$990 ﹤0.01%
12
1069
$988 ﹤0.01%
+283
1070
$987 ﹤0.01%
+13
1071
$987 ﹤0.01%
+30
1072
$987 ﹤0.01%
+37
1073
$984 ﹤0.01%
+281
1074
$983 ﹤0.01%
+62
1075
$982 ﹤0.01%
+24
41 42
43
44 45