PWA
Physician Wealth Advisors Portfolio holdings
AUM
$637M
1-Year Return
14.15%
This Quarter Return
+6.01%
1 Year Return
+14.15%
3 Year Return
+57.36%
5 Year Return
+87.78%
10 Year Return
–
AUM
$554M
AUM Growth
+$11.5M
(+2.1%)
Cap. Flow
+$1.9M
Cap. Flow
% of AUM
0.34%
Top 10 Holdings %
Top 10 Hldgs %
50.53%
Holding
189
New
7
Increased
71
Reduced
79
Closed
6
Top Buys
| 1 |
iShares MSCI EAFE Value ETF
EFV
|
$10.2M |
| 2 |
iShares MSCI Emerging Markets ex China ETF
EMXC
|
$2.63M |
| 3 |
Schwab US Dividend Equity ETF
SCHD
|
$1.84M |
| 4 |
iShares MSCI USA Quality Factor ETF
QUAL
|
$1.51M |
| 5 |
Fidelity Total Bond ETF
FBND
|
$1.28M |
Top Sells
| 1 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$2.93M |
| 2 |
iShares Currency Hedged MSCI EAFE ETF
HEFA
|
$2.82M |
| 3 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$2.61M |
| 4 |
Broadcom
AVGO
|
$2.37M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
$2.31M |
Sector Composition
| 1 | Technology | 6.58% |
| 2 | Healthcare | 1.88% |
| 3 | Financials | 1.18% |
| 4 | Consumer Discretionary | 1.15% |
| 5 | Consumer Staples | 0.86% |
