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
126
$294K 0.06%
15,539
127
$292K 0.06%
1,337
+190
128
$279K 0.06%
14,833
129
$272K 0.06%
2,702
-74
130
$272K 0.06%
32,330
131
$272K 0.06%
11,355
132
$271K 0.06%
1,171
+134
133
$267K 0.06%
8,700
134
$263K 0.06%
9,267
135
$260K 0.05%
1,102
+2
136
$258K 0.05%
761
137
$257K 0.05%
1,661
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138
$256K 0.05%
9,966
-605
139
$249K 0.05%
2,920
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140
$248K 0.05%
1,956
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141
$245K 0.05%
+680
142
$242K 0.05%
1,059
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143
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144
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145
$237K 0.05%
9,592
146
$236K 0.05%
3,360
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147
$236K 0.05%
+578
148
$234K 0.05%
+5,031
149
$230K 0.05%
483
+48
150
$229K 0.05%
4,779
-4
4 5
6
7 8