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
$637M
AUM Growth
+$55.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,017
New
Increased
Reduced
Closed

Top Buys

1
+$9.54M
2
+$8.7M
3
+$7.95M
4
BAI
iShares A.I. Innovation and Tech Active ETF
BAI
+$3.9M
5
XLG icon
Invesco S&P 500 Top 50 ETF
XLG
+$3.36M

Top Sells

1
+$20.5M
2
+$7.68M
3
+$3.75M
4
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$3.22M
5
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$1.56M

Sector Composition

1 Technology 6.37%
2 Healthcare 1.89%
3 Financials 1.55%
4 Consumer Discretionary 1.4%
5 Industrials 0.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GS icon
251
Goldman Sachs
GS
$237B
$111K 0.02%
156
+3
BTZ icon
252
BlackRock Credit Allocation Income Trust
BTZ
$1.01B
$109K 0.02%
10,000
INTC icon
253
Intel
INTC
$169B
$108K 0.02%
4,801
-16
PYPL icon
254
PayPal
PYPL
$58.8B
$107K 0.02%
1,443
-7
ABBV icon
255
AbbVie
ABBV
$411B
$107K 0.02%
576
+66
UL icon
256
Unilever
UL
$145B
$105K 0.02%
1,719
+87
AZN icon
257
AstraZeneca
AZN
$276B
$103K 0.02%
1,475
-410
ZTS icon
258
Zoetis
ZTS
$53.2B
$103K 0.02%
661
+51
IBTM icon
259
iShares iBonds Dec 2032 Term Treasury ETF
IBTM
$437M
$103K 0.02%
4,470
IBTL icon
260
iShares iBonds Dec 2031 Term Treasury ETF
IBTL
$433M
$103K 0.02%
5,020
IBTP
261
iShares iBonds Dec 2034 Term Treasury ETF
IBTP
$183M
$103K 0.02%
4,000
IBTO icon
262
iShares iBonds Dec 2033 Term Treasury ETF
IBTO
$403M
$102K 0.02%
4,173
DLR icon
263
Digital Realty Trust
DLR
$54.3B
$101K 0.02%
581
+19
URI icon
264
United Rentals
URI
$53.1B
$101K 0.02%
134
-17
ETN icon
265
Eaton
ETN
$137B
$99.6K 0.02%
279
+9
CPRT icon
266
Copart
CPRT
$39.8B
$98.7K 0.02%
2,012
-1,768
CRM icon
267
Salesforce
CRM
$232B
$97.6K 0.02%
358
+90
WELL icon
268
Welltower
WELL
$133B
$96.9K 0.02%
631
+16
WM icon
269
Waste Management
WM
$84.3B
$96.3K 0.02%
421
+33
AOM icon
270
iShares Core Moderate Allocation ETF
AOM
$1.61B
$94.3K 0.01%
+2,047
SLYV icon
271
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
$4.08B
$94.1K 0.01%
1,179
+3
KNF icon
272
Knife River
KNF
$3.94B
$92.5K 0.01%
1,133
+8
CMCSA icon
273
Comcast
CMCSA
$100B
$90.1K 0.01%
2,525
-4
ABT icon
274
Abbott
ABT
$227B
$89.7K 0.01%
660
+86
SCHF icon
275
Schwab International Equity ETF
SCHF
$53B
$89.7K 0.01%
4,059
9 10
11
12 13