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
MGK icon
301
Vanguard Mega Cap Growth ETF
MGK
$32B
$80.9K 0.01%
201
DHI icon
302
D.R. Horton
DHI
$46.9B
$79.8K 0.01%
471
+71
TFC icon
303
Truist Financial
TFC
$64.3B
$79.1K 0.01%
1,729
+376
SLB icon
304
SLB Ltd
SLB
$69.6B
$78.7K 0.01%
2,291
+71
DFEM icon
305
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
$7.44B
$77.5K 0.01%
2,416
-17
BSX icon
306
Boston Scientific
BSX
$133B
$76.8K 0.01%
787
-13
EMR icon
307
Emerson Electric
EMR
$83.2B
$76.1K 0.01%
580
+93
ALV icon
308
Autoliv
ALV
$9.84B
$75.5K 0.01%
611
+4
CRM icon
309
Salesforce
CRM
$219B
$75.4K 0.01%
318
-40
RACE icon
310
Ferrari
RACE
$62.8B
$74.7K 0.01%
154
+6
MMIN icon
311
IQ MacKay Municipal Insured ETF
MMIN
$369M
$74.1K 0.01%
3,114
+58
VTI icon
312
Vanguard Total Stock Market ETF
VTI
$582B
$73.8K 0.01%
225
RSG icon
313
Republic Services
RSG
$65.3B
$73.1K 0.01%
318
+117
SA
314
Seabridge Gold
SA
$3.27B
$72.5K 0.01%
3,000
BNDX icon
315
Vanguard Total International Bond ETF
BNDX
$74.7B
$72.3K 0.01%
1,462
COF icon
316
Capital One
COF
$151B
$71.6K 0.01%
337
+181
RCL icon
317
Royal Caribbean
RCL
$75.8B
$69.3K 0.01%
214
+59
LRCX icon
318
Lam Research
LRCX
$273B
$69K 0.01%
515
+460
ADI icon
319
Analog Devices
ADI
$148B
$68.8K 0.01%
280
+96
MTG icon
320
MGIC Investment
MTG
$5.86B
$68.8K 0.01%
2,424
+47
VZ icon
321
Verizon
VZ
$166B
$68.5K 0.01%
1,559
+665
SHEL icon
322
Shell
SHEL
$208B
$68.1K 0.01%
952
+20
ALL icon
323
Allstate
ALL
$51.2B
$68K 0.01%
317
+76
NBIX icon
324
Neurocrine Biosciences
NBIX
$13.3B
$67.8K 0.01%
483
TRV icon
325
Travelers Companies
TRV
$60.5B
$67.3K 0.01%
241
+70
11 12
13
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