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
101
$411K 0.09%
8,227
-423
102
$406K 0.09%
2,012
+3
103
$404K 0.09%
2,397
+35
104
$404K 0.08%
7,156
+413
105
$385K 0.08%
111
106
$382K 0.08%
16,710
-74
107
$381K 0.08%
2,940
+103
108
$377K 0.08%
5,433
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109
$362K 0.08%
6,146
+8
110
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7,563
+7
111
$358K 0.08%
8,778
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112
$357K 0.08%
+11,120
113
$348K 0.07%
3,060
-392
114
$346K 0.07%
3,888
-49
115
$342K 0.07%
1,022
-7
116
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999
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117
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607
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118
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660
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119
$332K 0.07%
17,939
120
$330K 0.07%
4,317
121
$329K 0.07%
2,849
122
$326K 0.07%
695
+297
123
$321K 0.07%
849
124
$315K 0.07%
7,939
-1,616
125
$313K 0.07%
1,414
3 4
5
6 7