PWA
Physician Wealth Advisors Portfolio holdings
AUM
$637M
1-Year Return
14.15%
This Quarter Return
-0.98%
1 Year Return
+14.15%
3 Year Return
+57.36%
5 Year Return
+87.78%
10 Year Return
–
AUM
$364M
AUM Growth
+$14.5M
(+4.2%)
Cap. Flow
+$2.77M
Cap. Flow
% of AUM
0.76%
Top 10 Holdings %
Top 10 Hldgs %
52.19%
Holding
160
New
9
Increased
75
Reduced
38
Closed
3
Top Buys
| 1 |
iShares US Technology ETF
IYW
|
$4.49M |
| 2 |
iShares MSCI EAFE Growth ETF
EFG
|
$3M |
| 3 |
Dimensional World ex US Core Equity 2 ETF
DFAX
|
$2.27M |
| 4 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$1.93M |
| 5 |
iShares ESG Aware MSCI USA ETF
ESGU
|
$1.34M |
Top Sells
| 1 |
iShares US Medical Devices ETF
IHI
|
$2.69M |
| 2 |
iShares MSCI USA Momentum Factor ETF
MTUM
|
$2.53M |
| 3 |
Schwab 1-5 Year Corporate Bond ETF
SCHJ
|
$2.45M |
| 4 |
Fidelity MSCI Information Technology Index ETF
FTEC
|
$2.02M |
| 5 |
NVIDIA
NVDA
|
$1.87M |
Sector Composition
| 1 | Technology | 5.38% |
| 2 | Healthcare | 2.18% |
| 3 | Consumer Discretionary | 1.35% |
| 4 | Financials | 1.28% |
| 5 | Industrials | 1.22% |
