PWA
Physician Wealth Advisors Portfolio holdings
AUM
$637M
1-Year Return
14.15%
This Quarter Return
+13.92%
1 Year Return
+14.15%
3 Year Return
+57.36%
5 Year Return
+87.78%
10 Year Return
–
AUM
$294M
AUM Growth
+$44.7M
(+18%)
Cap. Flow
-$5.37M
Cap. Flow
% of AUM
-1.83%
Top 10 Holdings %
Top 10 Hldgs %
52.13%
Holding
151
New
24
Increased
53
Reduced
46
Closed
10
Top Buys
| 1 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$12.3M |
| 2 |
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
|
$5.47M |
| 3 |
iShares MSCI EAFE Value ETF
EFV
|
$5.07M |
| 4 |
iShares ESG Aware MSCI USA ETF
ESGU
|
$3.28M |
| 5 |
Schwab U.S Small- Cap ETF
SCHA
|
$3.07M |
Top Sells
| 1 |
iShares Core S&P 500 ETF
IVV
|
$12.5M |
| 2 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
$5.86M |
| 3 |
iShares ESG Aware MSCI EM ETF
ESGE
|
$5.23M |
| 4 |
iShares US Treasury Bond ETF
GOVT
|
$4.88M |
| 5 |
iShares S&P Small-Cap 600 Value ETF
IJS
|
$3.92M |
Sector Composition
| 1 | Technology | 5.46% |
| 2 | Healthcare | 2.77% |
| 3 | Consumer Discretionary | 1.48% |
| 4 | Financials | 1.31% |
| 5 | Industrials | 1.2% |
