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
1376
$438 ﹤0.01%
4
1377
$434 ﹤0.01%
659
1378
$430 ﹤0.01%
+76
1379
$423 ﹤0.01%
+69
1380
$410 ﹤0.01%
34
1381
$405 ﹤0.01%
21
1382
$380 ﹤0.01%
32
1383
$376 ﹤0.01%
10
-78
1384
$343 ﹤0.01%
13
1385
$340 ﹤0.01%
+71
1386
$327 ﹤0.01%
25
1387
$290 ﹤0.01%
36
-115
1388
$280 ﹤0.01%
+6
1389
$276 ﹤0.01%
11
1390
$254 ﹤0.01%
26
1391
$251 ﹤0.01%
100
1392
$248 ﹤0.01%
6
1393
$213 ﹤0.01%
21
1394
$211 ﹤0.01%
+10
1395
$211 ﹤0.01%
2
-3
1396
$210 ﹤0.01%
+6
1397
$195 ﹤0.01%
11
1398
$182 ﹤0.01%
+140
1399
$181 ﹤0.01%
14
1400
$179 ﹤0.01%
24
54 55
56
57 58