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
1
$72.4M 15.22%
143,056
-1,798
2
$50.7M 10.66%
855,793
-187,913
3
$18.8M 3.95%
170,127
-12,649
4
$18M 3.78%
620,074
+19,279
5
$16.9M 3.54%
106,460
+4,468
6
$14.4M 3.03%
+334,276
7
$13.1M 2.76%
375,196
+14,192
8
$12.8M 2.69%
75,648
+407
9
$11.4M 2.39%
160,613
-16,029
10
$11.2M 2.35%
135,352
+87,828
11
$10.9M 2.3%
454,567
+10,505
12
$9.28M 1.95%
94,366
+12,043
13
$9.25M 1.95%
209,933
+37,225
14
$8.64M 1.82%
165,122
-61,433
15
$8.63M 1.81%
48,819
+47,456
16
$8.5M 1.79%
149,060
+2,825
17
$7.66M 1.61%
117,681
-1,515
18
$7.05M 1.48%
127,697
-440
19
$6.5M 1.37%
15,687
+467
20
$6.49M 1.36%
49,396
+6,152
21
$5.8M 1.22%
190,813
-98
22
$5.65M 1.19%
31,258
+530
23
$5.45M 1.15%
67,853
-21
24
$5.26M 1.11%
220,307
+1,577
25
$4.66M 0.98%
80,416
+1,928
1
2 3 4 5