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
1251
$762 ﹤0.01%
8
1252
$758 ﹤0.01%
+14
1253
$757 ﹤0.01%
11
1254
$756 ﹤0.01%
+472
1255
$753 ﹤0.01%
9
1256
$753 ﹤0.01%
+49
1257
$749 ﹤0.01%
45
1258
$748 ﹤0.01%
+90
1259
$747 ﹤0.01%
+22
1260
$746 ﹤0.01%
+21
1261
$744 ﹤0.01%
+9
1262
$729 ﹤0.01%
106
1263
$727 ﹤0.01%
43
1264
$724 ﹤0.01%
29
1265
$724 ﹤0.01%
+3
1266
$722 ﹤0.01%
+42
1267
$720 ﹤0.01%
26
1268
$720 ﹤0.01%
+195
1269
$714 ﹤0.01%
9
1270
$712 ﹤0.01%
+73
1271
$711 ﹤0.01%
+30
1272
$707 ﹤0.01%
+113
1273
$705 ﹤0.01%
+313
1274
$704 ﹤0.01%
+16
1275
$699 ﹤0.01%
+39
49 50
51
52 53