PWA

Physician Wealth Advisors Portfolio holdings

AUM $703M
1-Year Est. Return 16.55%
This Quarter Est. Return
1 Year Est. Return
+16.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$703M
AUM Growth
+$65.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,084
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$6.99M
3
+$6.15M
4
SHLD icon
Global X Defense Tech ETF
SHLD
+$5.38M
5
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$4.15M

Top Sells

1
+$8.48M
2
+$8.04M
3
+$6.73M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$3.99M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.7M

Sector Composition

1 Technology 7.4%
2 Financials 1.77%
3 Healthcare 1.75%
4 Consumer Discretionary 1.51%
5 Industrials 1.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ABT icon
226
Abbott
ABT
$224B
$152K 0.02%
1,134
+474
JEPI icon
227
JPMorgan Equity Premium Income ETF
JEPI
$41.6B
$151K 0.02%
2,648
+2,475
IWM icon
228
iShares Russell 2000 ETF
IWM
$72.2B
$150K 0.02%
620
+2
SHOP icon
229
Shopify
SHOP
$207B
$149K 0.02%
1,004
-77
SPLV icon
230
Invesco S&P 500 Low Volatility ETF
SPLV
$7.64B
$147K 0.02%
2,000
LHX icon
231
L3Harris
LHX
$52.1B
$146K 0.02%
479
+30
SLV icon
232
iShares Silver Trust
SLV
$28.3B
$145K 0.02%
3,431
MELI icon
233
Mercado Libre
MELI
$105B
$145K 0.02%
62
-1
WELL icon
234
Welltower
WELL
$143B
$143K 0.02%
801
+170
SHW icon
235
Sherwin-Williams
SHW
$85.2B
$142K 0.02%
409
+7
URI icon
236
United Rentals
URI
$51.9B
$142K 0.02%
148
+14
ETN icon
237
Eaton
ETN
$134B
$141K 0.02%
377
+98
LULU icon
238
lululemon athletica
LULU
$21.8B
$139K 0.02%
784
+23
EQR icon
239
Equity Residential
EQR
$23.5B
$139K 0.02%
2,144
+24
EEM icon
240
iShares MSCI Emerging Markets ETF
EEM
$20.7B
$138K 0.02%
2,581
-1,327
VOE icon
241
Vanguard Mid-Cap Value ETF
VOE
$19.7B
$134K 0.02%
769
HSIC icon
242
Henry Schein
HSIC
$8.78B
$133K 0.02%
2,011
+11
PSA icon
243
Public Storage
PSA
$48.2B
$133K 0.02%
462
+35
IYR icon
244
iShares US Real Estate ETF
IYR
$4.2B
$131K 0.02%
1,351
+1
ORLY icon
245
O'Reilly Automotive
ORLY
$85.8B
$129K 0.02%
1,197
+239
KMB icon
246
Kimberly-Clark
KMB
$36.2B
$127K 0.02%
1,019
-7
FISV
247
Fiserv Inc
FISV
$33.1B
$126K 0.02%
978
-214
IQLT icon
248
iShares MSCI Intl Quality Factor ETF
IQLT
$13.1B
$126K 0.02%
2,840
CMCSA icon
249
Comcast
CMCSA
$97.3B
$125K 0.02%
3,992
+1,467
VUG icon
250
Vanguard Growth ETF
VUG
$201B
$124K 0.02%
258
8 9
10
11 12