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
1101
$962 ﹤0.01%
+29
1102
$960 ﹤0.01%
+106
1103
$959 ﹤0.01%
+25
1104
$959 ﹤0.01%
+101
1105
$956 ﹤0.01%
+4
1106
$953 ﹤0.01%
+67
1107
$953 ﹤0.01%
12
+6
1108
$953 ﹤0.01%
+164
1109
$952 ﹤0.01%
+32
1110
$951 ﹤0.01%
+179
1111
$949 ﹤0.01%
15
1112
$947 ﹤0.01%
+6
1113
$947 ﹤0.01%
40
1114
$946 ﹤0.01%
+120
1115
$945 ﹤0.01%
+59
1116
$945 ﹤0.01%
+9
1117
$942 ﹤0.01%
+130
1118
$942 ﹤0.01%
+297
1119
$941 ﹤0.01%
3
1120
$941 ﹤0.01%
+53
1121
$939 ﹤0.01%
+10
1122
$938 ﹤0.01%
+40
1123
$936 ﹤0.01%
+69
1124
$935 ﹤0.01%
+621
1125
$934 ﹤0.01%
+72
43 44
45
46 47