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
1326
$631 ﹤0.01%
+44
1327
$631 ﹤0.01%
+163
1328
$629 ﹤0.01%
+6
1329
$628 ﹤0.01%
+3
1330
$623 ﹤0.01%
+14
1331
$622 ﹤0.01%
12
1332
$620 ﹤0.01%
+7
1333
$620 ﹤0.01%
+4
1334
$618 ﹤0.01%
+6
1335
$615 ﹤0.01%
6
1336
$612 ﹤0.01%
+268
1337
$607 ﹤0.01%
+15
1338
$606 ﹤0.01%
+53
1339
$603 ﹤0.01%
+4
1340
$602 ﹤0.01%
17
1341
$599 ﹤0.01%
+22
1342
$599 ﹤0.01%
+78
1343
$595 ﹤0.01%
+17
1344
$593 ﹤0.01%
+3
1345
$592 ﹤0.01%
+79
1346
$592 ﹤0.01%
+14
1347
$589 ﹤0.01%
+22
1348
$585 ﹤0.01%
26
1349
$584 ﹤0.01%
27
1350
$583 ﹤0.01%
10
52 53
54
55 56