PWA

Physician Wealth Advisors Portfolio holdings

AUM $719M
1-Year Est. Return 19.48%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.48%
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
+$14M
2
+$8.44M
3
+$7.06M
4
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$4.02M
5
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$2.73M

Top Sells

1
+$11M
2
+$4.99M
3
+$4.46M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$3.23M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$3.21M

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
176
$39K 0.01%
1,113
+67
177
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178
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-987
179
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-2,261
180
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-847
181
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182
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-14,653
183
– –
-19,469
184
– –
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185
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-2,479
4 5 6 7
8