PWA
Physician Wealth Advisors Portfolio holdings
AUM
$637M
This Quarter Return
-0.05%
1 Year Return
+14.15%
3 Year Return
+57.36%
5 Year Return
+87.78%
10 Year Return
–
AUM
$592M
AUM Growth
+$592M
(+6.8%)
Cap. Flow
+$40.9M
Cap. Flow
% of AUM
6.92%
Top 10 Holdings %
Top 10 Hldgs %
48.01%
Holding
1,148
New
965
Increased
69
Reduced
90
Closed
–
Top Buys
| 1 |
Invesco S&P 500 Momentum ETF
SPMO
|
$5.74M |
| 2 |
VCRM
Vanguard Core Tax-Exempt Bond ETF
VCRM
|
$3.83M |
| 3 |
iShares MSCI EAFE Growth ETF
EFG
|
$2.95M |
| 4 |
Dimensional International Core Equity Market ETF
DFAI
|
$2.09M |
| 5 |
SPDR Gold MiniShares Trust
GLDM
|
$2.08M |
Top Sells
| 1 |
iShares Core S&P 500 ETF
IVV
|
$2.05M |
| 2 |
HealthEquity
HQY
|
$1.37M |
| 3 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$1.32M |
| 4 |
Fidelity Total Bond ETF
FBND
|
$956K |
| 5 |
iShares S&P 500 Growth ETF
IVW
|
$555K |
Sector Composition
| 1 | Technology | 6.79% |
| 2 | Healthcare | 1.98% |
| 3 | Consumer Discretionary | 1.57% |
| 4 | Financials | 1.53% |
| 5 | Industrials | 1% |
