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
1126
$934 ﹤0.01%
+16
1127
$931 ﹤0.01%
+115
1128
$930 ﹤0.01%
+18
1129
$930 ﹤0.01%
+84
1130
$929 ﹤0.01%
+138
1131
$927 ﹤0.01%
+15
1132
$927 ﹤0.01%
+15
1133
$927 ﹤0.01%
+4
1134
$920 ﹤0.01%
+92
1135
$919 ﹤0.01%
+11
1136
$918 ﹤0.01%
+5
1137
$917 ﹤0.01%
1,006
1138
$917 ﹤0.01%
+52
1139
$917 ﹤0.01%
+6
1140
$917 ﹤0.01%
+19
1141
$916 ﹤0.01%
+14
1142
$916 ﹤0.01%
20
1143
$915 ﹤0.01%
+33
1144
$915 ﹤0.01%
10
1145
$915 ﹤0.01%
+3
1146
$915 ﹤0.01%
+15
1147
$913 ﹤0.01%
+274
1148
$913 ﹤0.01%
+109
1149
$912 ﹤0.01%
+741
1150
$912 ﹤0.01%
+4
44 45
46
47 48