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
151
$224K 0.05%
+1,888
152
$223K 0.05%
6,435
-908
153
$223K 0.05%
2,826
154
$223K 0.05%
+3,956
155
$223K 0.05%
4,660
156
$221K 0.05%
6,219
157
$221K 0.05%
+294
158
$221K 0.05%
+7,761
159
$216K 0.05%
1,885
+193
160
$216K 0.05%
+3,976
161
$212K 0.04%
3,654
-143
162
$211K 0.04%
+10,251
163
$209K 0.04%
5,113
-1,371
164
$206K 0.04%
+606
165
$205K 0.04%
2,204
+70
166
$204K 0.04%
33,911
167
$203K 0.04%
2,178
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168
$203K 0.04%
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169
$202K 0.04%
+3,096
170
$201K 0.04%
3,767
+8
171
$201K 0.04%
791
-43
172
$201K 0.04%
+1,663
173
$195K 0.04%
12,089
-82
174
$182K 0.04%
12,166
+345
175
$147K 0.03%
14,684
4 5 6
7
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