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
1176
$879 ﹤0.01%
+962
1177
$878 ﹤0.01%
+13
1178
$878 ﹤0.01%
29
1179
$877 ﹤0.01%
+5
1180
$874 ﹤0.01%
546
+515
1181
$874 ﹤0.01%
19
1182
$871 ﹤0.01%
+14
1183
$868 ﹤0.01%
118
1184
$867 ﹤0.01%
+498
1185
$867 ﹤0.01%
+68
1186
$865 ﹤0.01%
+1,094
1187
$863 ﹤0.01%
23
1188
$862 ﹤0.01%
+5
1189
$861 ﹤0.01%
+114
1190
$860 ﹤0.01%
+21
1191
$859 ﹤0.01%
34
1192
$859 ﹤0.01%
+39
1193
$857 ﹤0.01%
+3
1194
$856 ﹤0.01%
+5
1195
$856 ﹤0.01%
+305
1196
$856 ﹤0.01%
+54
1197
$852 ﹤0.01%
+312
1198
$851 ﹤0.01%
+175
1199
$850 ﹤0.01%
+861
1200
$850 ﹤0.01%
+12
46 47
48
49 50