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
1076
$982 ﹤0.01%
+18
1077
$982 ﹤0.01%
+66
1078
$981 ﹤0.01%
+23
1079
$981 ﹤0.01%
54
1080
$978 ﹤0.01%
20
+7
1081
$978 ﹤0.01%
+87
1082
$976 ﹤0.01%
+36
1083
$975 ﹤0.01%
4
+2
1084
$971 ﹤0.01%
141
1085
$970 ﹤0.01%
+274
1086
$970 ﹤0.01%
+86
1087
$968 ﹤0.01%
65
1088
$968 ﹤0.01%
+92
1089
$968 ﹤0.01%
+7
1090
$967 ﹤0.01%
14
1091
$967 ﹤0.01%
+33
1092
$966 ﹤0.01%
+840
1093
$966 ﹤0.01%
54
+37
1094
$965 ﹤0.01%
+622
1095
$964 ﹤0.01%
+337
1096
$964 ﹤0.01%
+12
1097
$964 ﹤0.01%
+9
1098
$963 ﹤0.01%
+71
1099
$963 ﹤0.01%
24
1100
$962 ﹤0.01%
+22
42 43
44
45 46