PWA
Physician Wealth Advisors Portfolio holdings
AUM
$637M
This Quarter Return
+17.81%
1 Year Return
+14.15%
3 Year Return
+57.36%
5 Year Return
+87.78%
10 Year Return
–
AUM
$248M
AUM Growth
+$248M
(+24%)
Cap. Flow
+$11.4M
Cap. Flow
% of AUM
4.61%
Top 10 Holdings %
Top 10 Hldgs %
53.18%
Holding
138
New
30
Increased
51
Reduced
42
Closed
7
Top Buys
| 1 |
iShares Core S&P Small-Cap ETF
IJR
|
$3.68M |
| 2 |
iShares Core MSCI EAFE ETF
IEFA
|
$2.52M |
| 3 |
iShares Global Tech ETF
IXN
|
$1.75M |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
$1.23M |
| 5 |
iShares US Financial Services ETF
IYG
|
$1.18M |
Top Sells
| 1 |
iShares Core S&P 500 ETF
IVV
|
$3.35M |
| 2 |
iShares Short Maturity Bond ETF
NEAR
|
$2.13M |
| 3 |
iShares Core US Aggregate Bond ETF
AGG
|
$1.87M |
| 4 |
Vanguard Information Technology ETF
VGT
|
$1.86M |
| 5 |
iShares MSCI USA Quality Factor ETF
QUAL
|
$1.01M |
Sector Composition
| 1 | Technology | 5.42% |
| 2 | Healthcare | 2.5% |
| 3 | Industrials | 1.32% |
| 4 | Financials | 1.3% |
| 5 | Consumer Discretionary | 1.25% |
