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
76
$713K 0.15%
4,572
-119
77
$666K 0.14%
4,270
-265
78
$646K 0.14%
23,100
+295
79
$641K 0.13%
10,713
+318
80
$641K 0.13%
32,244
-2,160
81
$638K 0.13%
3,044
+94
82
$621K 0.13%
3,797
+128
83
$608K 0.13%
4,207
-821
84
$607K 0.13%
2,238
+81
85
$591K 0.12%
10,799
+385
86
$550K 0.12%
4,395
+5
87
$532K 0.11%
8,293
+108
88
$524K 0.11%
4,373
-10
89
$513K 0.11%
12,983
-476
90
$509K 0.11%
10,676
91
$484K 0.1%
6,664
+54
92
$481K 0.1%
11,226
-493
93
$465K 0.1%
1,750
+141
94
$452K 0.1%
2,891
+26
95
$445K 0.09%
2,559
-611
96
$442K 0.09%
18,540
+39
97
$433K 0.09%
22,212
98
$431K 0.09%
3,081
+90
99
$431K 0.09%
7,749
+306
100
$428K 0.09%
7,675
+302
2 3
4
5 6