PWA
Physician Wealth Advisors Portfolio holdings
AUM
$637M
This Quarter Return
+3.37%
1 Year Return
+14.15%
3 Year Return
+57.36%
5 Year Return
+87.78%
10 Year Return
–
AUM
$543M
AUM Growth
+$543M
(+14%)
Cap. Flow
+$16.5M
Cap. Flow
% of AUM
3.04%
Top 10 Holdings %
Top 10 Hldgs %
51.29%
Holding
190
New
14
Increased
78
Reduced
67
Closed
8
Top Buys
| 1 |
iShares S&P 500 Growth ETF
IVW
|
$8.63M |
| 2 |
iShares MSCI EAFE Growth ETF
EFG
|
$6.04M |
| 3 |
NVIDIA
NVDA
|
$4.56M |
| 4 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$3.66M |
| 5 |
Dimensional World Equity ETF
DFAW
|
$1.9M |
Top Sells
| 1 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$6.3M |
| 2 |
iShares MSCI EAFE Value ETF
EFV
|
$3.37M |
| 3 |
iShares Global Energy ETF
IXC
|
$1.94M |
| 4 |
iShares Currency Hedged MSCI EAFE ETF
HEFA
|
$1.55M |
| 5 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$543K |
Sector Composition
| 1 | Technology | 6.66% |
| 2 | Healthcare | 1.95% |
| 3 | Consumer Discretionary | 1.21% |
| 4 | Financials | 1.1% |
| 5 | Consumer Staples | 0.82% |
