PWA
Physician Wealth Advisors Portfolio holdings
AUM
$637M
1-Year Return
14.15%
This Quarter Return
-2.18%
1 Year Return
+14.15%
3 Year Return
+57.36%
5 Year Return
+87.78%
10 Year Return
–
AUM
$581M
AUM Growth
-$10.9M
(-1.8%)
Cap. Flow
+$4.88M
Cap. Flow
% of AUM
0.84%
Top 10 Holdings %
Top 10 Hldgs %
47%
Holding
1,536
New
388
Increased
309
Reduced
225
Closed
100
Top Buys
| 1 |
Invesco S&P 500 Top 50 ETF
XLG
|
+$5.57M |
| 2 |
iShares S&P 500 Value ETF
IVE
|
+$5.26M |
| 3 |
iShares MSCI USA Quality Factor ETF
QUAL
|
+$4.27M |
| 4 |
iShares Currency Hedged MSCI EAFE ETF
HEFA
|
+$3.08M |
| 5 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$2.92M |
Top Sells
| 1 |
iShares MSCI EAFE Growth ETF
EFG
|
+$7.61M |
| 2 |
SPDR Portfolio S&P 500 ETF
SPLG
|
+$4M |
| 3 |
iShares MSCI EAFE Value ETF
EFV
|
+$3.91M |
| 4 |
iShares US Infrastructure ETF
IFRA
|
+$1.95M |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$1.25M |
Sector Composition
| 1 | Technology | 6.11% |
| 2 | Healthcare | 2% |
| 3 | Financials | 1.6% |
| 4 | Consumer Discretionary | 1.37% |
| 5 | Industrials | 0.95% |
