PWA
Physician Wealth Advisors Portfolio holdings
AUM
$637M
This Quarter Return
-3.75%
1 Year Return
+14.15%
3 Year Return
+57.36%
5 Year Return
+87.78%
10 Year Return
–
AUM
$377M
AUM Growth
+$377M
(-1.2%)
Cap. Flow
+$26.2M
Cap. Flow
% of AUM
6.97%
Top 10 Holdings %
Top 10 Hldgs %
54.96%
Holding
171
New
13
Increased
69
Reduced
46
Closed
15
Top Buys
| 1 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$9.39M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$7.37M |
| 3 |
Dimensional International Core Equity Market ETF
DFAI
|
$7.21M |
| 4 |
iShares ESG Aware MSCI USA ETF
ESGU
|
$4.46M |
| 5 |
Dimensional Emerging Core Equity Market ETF
DFAE
|
$3.22M |
Top Sells
| 1 |
Schwab 1-5 Year Corporate Bond ETF
SCHJ
|
$5.43M |
| 2 |
iShares MSCI EAFE Growth ETF
EFG
|
$3.2M |
| 3 |
iShares Global Financials ETF
IXG
|
$2.94M |
| 4 |
iShares MSCI USA Value Factor ETF
VLUE
|
$1.93M |
| 5 |
Vanguard Information Technology ETF
VGT
|
$1.38M |
Sector Composition
| 1 | Technology | 5.58% |
| 2 | Healthcare | 2.02% |
| 3 | Consumer Discretionary | 1.25% |
| 4 | Financials | 1.21% |
| 5 | Industrials | 0.95% |
