PWA
Physician Wealth Advisors Portfolio holdings
AUM
$637M
1-Year Return
14.15%
This Quarter Return
+7.4%
1 Year Return
+14.15%
3 Year Return
+57.36%
5 Year Return
+87.78%
10 Year Return
–
AUM
$381M
AUM Growth
+$17.7M
(+4.9%)
Cap. Flow
+$9.9M
Cap. Flow
% of AUM
2.6%
Top 10 Holdings %
Top 10 Hldgs %
54.08%
Holding
166
New
9
Increased
69
Reduced
48
Closed
8
Top Buys
| 1 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$2.93M |
| 2 |
iShares ESG Aware MSCI USA ETF
ESGU
|
$2.34M |
| 3 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$2.26M |
| 4 |
iShares MSCI EAFE Value ETF
EFV
|
$1.22M |
| 5 |
iShares MSCI EAFE Growth ETF
EFG
|
$1.02M |
Top Sells
Sector Composition
| 1 | Technology | 5.84% |
| 2 | Healthcare | 1.88% |
| 3 | Consumer Discretionary | 1.4% |
| 4 | Financials | 1.21% |
| 5 | Industrials | 1.1% |
