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
1151
$911 ﹤0.01%
9
1152
$909 ﹤0.01%
+12
1153
$908 ﹤0.01%
+2,439
1154
$907 ﹤0.01%
+78
1155
$907 ﹤0.01%
+23
1156
$905 ﹤0.01%
95
1157
$905 ﹤0.01%
+139
1158
$902 ﹤0.01%
+46
1159
$901 ﹤0.01%
617
+296
1160
$901 ﹤0.01%
+134
1161
$900 ﹤0.01%
+23
1162
$900 ﹤0.01%
+50
1163
$899 ﹤0.01%
+29
1164
$896 ﹤0.01%
+33
1165
$896 ﹤0.01%
+7
1166
$895 ﹤0.01%
+8
1167
$893 ﹤0.01%
+56
1168
$893 ﹤0.01%
8
1169
$892 ﹤0.01%
+13
1170
$891 ﹤0.01%
+85
1171
$888 ﹤0.01%
+236
1172
$886 ﹤0.01%
+86
1173
$884 ﹤0.01%
+22
1174
$883 ﹤0.01%
+378
1175
$883 ﹤0.01%
+4
45 46
47
48 49