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
1201
$849 ﹤0.01%
+1,304
1202
$847 ﹤0.01%
+34
1203
$847 ﹤0.01%
7
1204
$846 ﹤0.01%
222
-99
1205
$846 ﹤0.01%
20
1206
$845 ﹤0.01%
+10
1207
$844 ﹤0.01%
+10
1208
$843 ﹤0.01%
+33
1209
$838 ﹤0.01%
7
1210
$837 ﹤0.01%
7
+2
1211
$836 ﹤0.01%
+112
1212
$835 ﹤0.01%
3
1213
$834 ﹤0.01%
+524
1214
$830 ﹤0.01%
+610
1215
$829 ﹤0.01%
+1,296
1216
$829 ﹤0.01%
+18
1217
$827 ﹤0.01%
+104
1218
$825 ﹤0.01%
+25
1219
$825 ﹤0.01%
+687
1220
$823 ﹤0.01%
+180
1221
$823 ﹤0.01%
+9
1222
$817 ﹤0.01%
3
+2
1223
$815 ﹤0.01%
10
1224
$815 ﹤0.01%
+377
1225
$814 ﹤0.01%
+19
47 48
49
50 51