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 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
F icon
276
Ford
F
$52.6B
$89.3K 0.01%
8,234
-54
CB icon
277
Chubb
CB
$116B
$88.7K 0.01%
306
+10
XLV icon
278
Health Care Select Sector SPDR Fund
XLV
$37.4B
$88.1K 0.01%
653
+40
CTAS icon
279
Cintas
CTAS
$75B
$87.6K 0.01%
393
+17
WMB icon
280
Williams Companies
WMB
$74.5B
$87.1K 0.01%
1,386
+41
ORLY icon
281
O'Reilly Automotive
ORLY
$83.4B
$86.3K 0.01%
958
+13
IAU icon
282
iShares Gold Trust
IAU
$62.2B
$86.1K 0.01%
1,381
+788
BSX icon
283
Boston Scientific
BSX
$152B
$85.9K 0.01%
800
+51
HCA icon
284
HCA Healthcare
HCA
$108B
$85.8K 0.01%
224
+7
FNV icon
285
Franco-Nevada
FNV
$38B
$84.1K 0.01%
513
+95
CDNS icon
286
Cadence Design Systems
CDNS
$85.7B
$83.8K 0.01%
272
+59
YUM icon
287
Yum! Brands
YUM
$41.4B
$83.7K 0.01%
565
+13
DFSD icon
288
Dimensional Short-Duration Fixed Income ETF
DFSD
$5.25B
$81K 0.01%
1,687
+384
XLU icon
289
Utilities Select Sector SPDR Fund
XLU
$21.8B
$78.8K 0.01%
965
UPRO icon
290
ProShares UltraPro S&P 500
UPRO
$4.65B
$77.3K 0.01%
846
+424
DEHP icon
291
Dimensional Emerging Markets High Profitability ETF
DEHP
$303M
$77K 0.01%
2,751
MDU icon
292
MDU Resources
MDU
$4.21B
$76K 0.01%
4,558
+58
SYF icon
293
Synchrony
SYF
$26.3B
$76K 0.01%
1,138
+56
SLB icon
294
SLB Ltd
SLB
$55.2B
$75K 0.01%
2,220
-32
ROBO icon
295
ROBO Global Robotics & Automation Index ETF
ROBO
$1.17B
$74.7K 0.01%
1,250
MGK icon
296
Vanguard Mega Cap Growth ETF
MGK
$31.3B
$73.6K 0.01%
201
HIMS icon
297
Hims & Hers Health
HIMS
$8.42B
$73.6K 0.01%
1,476
+101
SR icon
298
Spire
SR
$5.14B
$73K 0.01%
1,000
RACE icon
299
Ferrari
RACE
$74B
$72.6K 0.01%
148
+95
BNDX icon
300
Vanguard Total International Bond ETF
BNDX
$69.3B
$72.4K 0.01%
1,462