PWA

Physician Wealth Advisors Portfolio holdings

AUM $637M
1-Year Est. Return 14.15%
This Quarter Est. Return
1 Year Est. Return
+14.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$476M
AUM Growth
+$27.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$14.4M
2
+$8.39M
3
+$7.24M
4
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$4.14M
5
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$2.72M

Top Sells

1
+$11.1M
2
+$5.03M
3
+$4.46M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$3.23M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$3.22M

Sector Composition

1 Technology 5.72%
2 Healthcare 2.07%
3 Consumer Discretionary 1.2%
4 Financials 1.18%
5 Consumer Staples 0.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.57M 0.96%
82,423
+49,004
27
$4.53M 0.95%
80,226
+42,658
28
$4.14M 0.87%
+122,048
29
$4.12M 0.87%
39,985
-1,526
30
$3.9M 0.82%
77,892
-64,526
31
$3.74M 0.79%
33,811
-45,509
32
$3.6M 0.76%
52,999
-1,605
33
$3M 0.63%
34,270
+4,240
34
$2.89M 0.61%
114,123
-414
35
$2.84M 0.6%
28,631
+1,043
36
$2.77M 0.58%
35,033
+1,288
37
$2.73M 0.57%
14,895
+631
38
$2.19M 0.46%
88,996
-21
39
$2.05M 0.43%
37,219
-2,251
40
$1.97M 0.41%
4,560
+151
41
$1.94M 0.41%
44,903
+7,593
42
$1.9M 0.4%
36,878
+1,035
43
$1.9M 0.4%
37,452
+2,075
44
$1.7M 0.36%
3,373
+138
45
$1.69M 0.35%
40,900
+1,770
46
$1.59M 0.33%
6,877
+101
47
$1.57M 0.33%
16,566
-385
48
$1.55M 0.33%
45,922
-2,407
49
$1.46M 0.31%
10,766
+41
50
$1.44M 0.3%
7,927
+60
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