PWA
Physician Wealth Advisors Portfolio holdings
AUM
$637M
1-Year Return
14.15%
This Quarter Return
-6.19%
1 Year Return
+14.15%
3 Year Return
+57.36%
5 Year Return
+87.78%
10 Year Return
–
AUM
$325M
AUM Growth
-$19.9M
(-5.8%)
Cap. Flow
-$13.1M
Cap. Flow
% of AUM
-4.02%
Top 10 Holdings %
Top 10 Hldgs %
55.36%
Holding
153
New
4
Increased
69
Reduced
41
Closed
7
Top Buys
Top Sells
| 1 |
Alphabet (Google) Class A
GOOGL
|
$11.9M |
| 2 |
Alphabet (Google) Class C
GOOG
|
$10.2M |
| 3 |
iShares Core MSCI EAFE ETF
IEFA
|
$1.65M |
| 4 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$699K |
| 5 |
iShares Core S&P Small-Cap ETF
IJR
|
$446K |
Sector Composition
| 1 | Technology | 5.28% |
| 2 | Healthcare | 2.22% |
| 3 | Consumer Discretionary | 1.27% |
| 4 | Financials | 1.22% |
| 5 | Consumer Staples | 0.84% |
