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
1226
$811 ﹤0.01%
+10
1227
$811 ﹤0.01%
+420
1228
$807 ﹤0.01%
+4
1229
$802 ﹤0.01%
204
+203
1230
$801 ﹤0.01%
+37
1231
$800 ﹤0.01%
+43
1232
$797 ﹤0.01%
30
1233
$797 ﹤0.01%
+6
1234
$794 ﹤0.01%
+30
1235
$791 ﹤0.01%
+6
1236
$790 ﹤0.01%
+111
1237
$788 ﹤0.01%
3
1238
$787 ﹤0.01%
+342
1239
$781 ﹤0.01%
15
1240
$781 ﹤0.01%
8
1241
$779 ﹤0.01%
+568
1242
$779 ﹤0.01%
11
1243
$778 ﹤0.01%
4
1244
$777 ﹤0.01%
42
1245
$777 ﹤0.01%
+10
1246
$773 ﹤0.01%
8
1247
$772 ﹤0.01%
27
1248
$768 ﹤0.01%
115
+36
1249
$766 ﹤0.01%
+17
1250
$763 ﹤0.01%
8
-5
48 49
50
51 52