PWA
Physician Wealth Advisors Portfolio holdings
AUM
$637M
This Quarter Return
-15.12%
1 Year Return
+14.15%
3 Year Return
+57.36%
5 Year Return
+87.78%
10 Year Return
–
AUM
$345M
AUM Growth
+$345M
(-8.3%)
Cap. Flow
-$11.1M
Cap. Flow
% of AUM
-3.22%
Top 10 Holdings %
Top 10 Hldgs %
56.12%
Holding
163
New
7
Increased
63
Reduced
62
Closed
14
Top Buys
| 1 |
Invesco S&P Emerging Markets Low Volatility ETF
EELV
|
$4.94M |
| 2 |
iShares Core High Dividend ETF
HDV
|
$2.48M |
| 3 |
iShares MSCI EAFE Growth ETF
EFG
|
$2.39M |
| 4 |
iShares Core S&P Small-Cap ETF
IJR
|
$1.79M |
| 5 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$1.24M |
Top Sells
Sector Composition
| 1 | Technology | 5.73% |
| 2 | Healthcare | 1.95% |
| 3 | Consumer Discretionary | 1.3% |
| 4 | Financials | 1.17% |
| 5 | Industrials | 0.98% |
