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
1351
$581 ﹤0.01%
+7
1352
$578 ﹤0.01%
9
1353
$577 ﹤0.01%
+7
1354
$573 ﹤0.01%
+95
1355
$568 ﹤0.01%
+9
1356
$559 ﹤0.01%
38
1357
$552 ﹤0.01%
+202
1358
$550 ﹤0.01%
8
-915
1359
$543 ﹤0.01%
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$529 ﹤0.01%
+14
1361
$529 ﹤0.01%
+5
1362
$528 ﹤0.01%
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1363
$515 ﹤0.01%
+3
1364
$499 ﹤0.01%
+47
1365
$491 ﹤0.01%
+3
1366
$488 ﹤0.01%
+30
1367
$479 ﹤0.01%
+1
1368
$477 ﹤0.01%
32
1369
$472 ﹤0.01%
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1370
$464 ﹤0.01%
+12
1371
$462 ﹤0.01%
255
1372
$456 ﹤0.01%
+4
1373
$455 ﹤0.01%
+1
1374
$450 ﹤0.01%
+3
1375
$450 ﹤0.01%
+3
53 54
55
56 57