PWA
Physician Wealth Advisors Portfolio holdings
AUM
$637M
This Quarter Return
+10.76%
1 Year Return
+14.15%
3 Year Return
+57.36%
5 Year Return
+87.78%
10 Year Return
–
AUM
$448M
AUM Growth
+$448M
(+15%)
Cap. Flow
+$18.4M
Cap. Flow
% of AUM
4.11%
Top 10 Holdings %
Top 10 Hldgs %
54.09%
Holding
169
New
21
Increased
66
Reduced
60
Closed
2
Top Buys
| 1 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$8.2M |
| 2 |
iShares S&P 100 ETF
OEF
|
$4.46M |
| 3 |
Dimensional World Equity ETF
DFAW
|
$2.05M |
| 4 |
iShares US Technology ETF
IYW
|
$1.88M |
| 5 |
iShares MSCI Emerging Markets ex China ETF
EMXC
|
$1.8M |
Top Sells
| 1 |
iShares MSCI EAFE Growth ETF
EFG
|
$3.23M |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
$1.72M |
| 3 |
Vanguard Value ETF
VTV
|
$1.7M |
| 4 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$1.2M |
| 5 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$1.07M |
Sector Composition
| 1 | Technology | 6.05% |
| 2 | Healthcare | 2.06% |
| 3 | Consumer Discretionary | 1.25% |
| 4 | Financials | 1.16% |
| 5 | Consumer Staples | 0.85% |
