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
51
$1.41M 0.3%
23,362
-1,649
52
$1.41M 0.3%
3,543
-55
53
$1.39M 0.29%
13,054
+1,871
54
$1.34M 0.28%
12,022
-585
55
$1.3M 0.27%
1,809
+44
56
$1.27M 0.27%
2,743
+50
57
$1.22M 0.26%
7,906
+363
58
$1.2M 0.25%
15,005
-29,013
59
$1.2M 0.25%
17,968
+367
60
$1.17M 0.25%
6,990
+290
61
$1.16M 0.24%
11,107
-293
62
$1.15M 0.24%
+35,200
63
$1.08M 0.23%
2,167
+20
64
$995K 0.21%
4,309
-7
65
$926K 0.19%
9,147
+290
66
$895K 0.19%
1,198
+243
67
$872K 0.18%
4,879
-9
68
$866K 0.18%
9,103
+378
69
$849K 0.18%
5,406
+65
70
$848K 0.18%
1,845
-3
71
$836K 0.18%
1,123
+27
72
$825K 0.17%
10,819
-128
73
$765K 0.16%
8,591
+551
74
$750K 0.16%
24,043
-4,169
75
$727K 0.15%
1,812
1 2
3
4 5