PWA
Physician Wealth Advisors Portfolio holdings
AUM
$637M
This Quarter Return
+7.59%
1 Year Return
+14.15%
3 Year Return
+57.36%
5 Year Return
+87.78%
10 Year Return
–
AUM
$225M
AUM Growth
+$225M
(+9.8%)
Cap. Flow
+$12M
Cap. Flow
% of AUM
5.34%
Top 10 Holdings %
Top 10 Hldgs %
57.78%
Holding
120
New
13
Increased
45
Reduced
32
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
$1.59M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$1.08M |
| 3 |
iShares US Treasury Bond ETF
GOVT
|
$969K |
| 4 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$950K |
| 5 |
iShares Core MSCI EAFE ETF
IEFA
|
$823K |
Top Sells
| 1 |
Schwab US Broad Market ETF
SCHB
|
$229K |
| 2 |
IBM
IBM
|
$150K |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$142K |
| 4 |
Vanguard Small-Cap Value ETF
VBR
|
$132K |
| 5 |
Vanguard Real Estate ETF
VNQ
|
$106K |
Sector Composition
| 1 | Technology | 4.42% |
| 2 | Healthcare | 3.61% |
| 3 | Industrials | 1.59% |
| 4 | Financials | 1.21% |
| 5 | Consumer Staples | 1.2% |
