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
DFEM icon
301
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
$6.5B
$72.2K 0.01%
2,433
+15
ECG
302
Everus Construction Group
ECG
$4.6B
$71.5K 0.01%
1,125
MMIN icon
303
IQ MacKay Municipal Insured ETF
MMIN
$343M
$71.2K 0.01%
3,056
+36
GDDY icon
304
GoDaddy
GDDY
$17.5B
$70.9K 0.01%
394
+6
VTI icon
305
Vanguard Total Stock Market ETF
VTI
$547B
$68.3K 0.01%
225
+24
ALV icon
306
Autoliv
ALV
$9.17B
$67.9K 0.01%
607
PGR icon
307
Progressive
PGR
$132B
$67K 0.01%
251
+20
AEM icon
308
Agnico Eagle Mines
AEM
$84.4B
$66.5K 0.01%
559
MTG icon
309
MGIC Investment
MTG
$6.31B
$66.2K 0.01%
2,377
+48
PH icon
310
Parker-Hannifin
PH
$105B
$65.7K 0.01%
94
+5
SHEL icon
311
Shell
SHEL
$217B
$65.6K 0.01%
932
+57
EMR icon
312
Emerson Electric
EMR
$71.7B
$64.9K 0.01%
487
+16
EELV icon
313
Invesco S&P Emerging Markets Low Volatility ETF
EELV
$414M
$62.7K 0.01%
2,400
-190
VRSN icon
314
VeriSign
VRSN
$23.4B
$62.4K 0.01%
216
+4
ASML icon
315
ASML
ASML
$391B
$61.7K 0.01%
77
-93
NEAR icon
316
iShares Short Maturity Bond ETF
NEAR
$3.57B
$60.9K 0.01%
1,193
-146
HDB icon
317
HDFC Bank
HDB
$187B
$60.8K 0.01%
1,586
-146
NBIX icon
318
Neurocrine Biosciences
NBIX
$14.4B
$60.7K 0.01%
483
MMC icon
319
Marsh & McLennan
MMC
$89.6B
$59.7K 0.01%
273
+8
CSX icon
320
CSX Corp
CSX
$65B
$59.2K 0.01%
1,815
+86
SYY icon
321
Sysco
SYY
$35.8B
$59K 0.01%
779
+28
ECL icon
322
Ecolab
ECL
$73.2B
$58.2K 0.01%
216
+6
TFC icon
323
Truist Financial
TFC
$57.4B
$58.2K 0.01%
1,353
+7
SMMV icon
324
iShares MSCI USA Small-Cap Min Vol Factor ETF
SMMV
$321M
$57.1K 0.01%
1,360
+3
LIN icon
325
Linde
LIN
$198B
$57.1K 0.01%
122
+7
11 12
13
14 15