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
1301
$662 ﹤0.01%
93
1302
$661 ﹤0.01%
+14
1303
$661 ﹤0.01%
+22
1304
$659 ﹤0.01%
2
1305
$658 ﹤0.01%
+13
1306
$655 ﹤0.01%
+19
1307
$654 ﹤0.01%
+243
1308
$650 ﹤0.01%
+34
1309
$648 ﹤0.01%
+16
1310
$648 ﹤0.01%
153
-349
1311
$647 ﹤0.01%
9
1312
$644 ﹤0.01%
+75
1313
$644 ﹤0.01%
+17
1314
$643 ﹤0.01%
32
1315
$640 ﹤0.01%
+23
1316
$639 ﹤0.01%
+10
1317
$639 ﹤0.01%
+19
1318
$638 ﹤0.01%
+9
1319
$637 ﹤0.01%
+501
1320
$637 ﹤0.01%
107
1321
$636 ﹤0.01%
+63
1322
$636 ﹤0.01%
40
-28
1323
$634 ﹤0.01%
+8
1324
$633 ﹤0.01%
14
1325
$631 ﹤0.01%
12
51 52
53
54 55