We are live on ! Find out more
PWA

Physician Wealth Advisors Portfolio holdings

AUM $719M
1-Year Est. Return 20.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.04%
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
+$5.97M
2
+$5.34M
3
+$4.47M
4
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$3.09M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.91M

Top Sells

1
+$7.76M
2
+$4.21M
3
+$3.75M
4
IFRA icon
iShares US Infrastructure ETF
IFRA
+$2.02M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.33M

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
1451
– –
-8
1452
– –
-10
1453
– –
-17
1454
– –
-70
1455
– –
-12
1456
– –
-24
1457
– –
-93
1458
– –
-56
1459
– –
-717
1460
– –
-9
1461
– –
-49
1462
– –
-377
1463
– –
-37
1464
– –
-56
1465
– –
-3
1466
– –
-39
1467
– –
-15
1468
– –
-1,587
1469
– –
-23
1470
– –
-7
1471
– –
-6
1472
– –
-139
1473
– –
-160
1474
– –
-31
1475
– –
-11
57 58
59
60 61