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

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
VTEB icon
326
Vanguard Tax-Exempt Bond Index Fund
VTEB
$41.2B
$67.1K 0.01%
1,339
+388
VRSN icon
327
VeriSign
VRSN
$23.4B
$66.8K 0.01%
239
+23
LIN icon
328
Linde
LIN
$192B
$65.5K 0.01%
138
+16
WDAY icon
329
Workday
WDAY
$56B
$64.8K 0.01%
269
+96
IGM icon
330
iShares Expanded Tech Sector ETF
IGM
$8.88B
$63.7K 0.01%
506
CBRE icon
331
CBRE Group
CBRE
$47.7B
$63.7K 0.01%
404
+60
VYM icon
332
Vanguard High Dividend Yield ETF
VYM
$68B
$63.4K 0.01%
+450
EELV icon
333
Invesco S&P Emerging Markets Low Volatility ETF
EELV
$410M
$63.4K 0.01%
2,382
-18
COIN icon
334
Coinbase
COIN
$71.6B
$62.8K 0.01%
186
+31
FBTC icon
335
Fidelity Wise Origin Bitcoin Fund
FBTC
$11.4B
$62.7K 0.01%
629
+343
GSK icon
336
GSK
GSK
$96.6B
$62.5K 0.01%
1,449
+507
ECL icon
337
Ecolab
ECL
$77.8B
$61.9K 0.01%
226
+10
APP icon
338
Applovin
APP
$198B
$61.8K 0.01%
86
+38
HPE icon
339
Hewlett Packard
HPE
$28.5B
$61.7K 0.01%
2,513
+283
PANW icon
340
Palo Alto Networks
PANW
$131B
$61.5K 0.01%
302
+200
PSX icon
341
Phillips 66
PSX
$56.1B
$61.3K 0.01%
450
+127
PNC icon
342
PNC Financial Services
PNC
$75.5B
$61.1K 0.01%
304
+92
PGR icon
343
Progressive
PGR
$135B
$60.8K 0.01%
246
-5
ANET icon
344
Arista Networks
ANET
$160B
$59.7K 0.01%
410
+338
GD icon
345
General Dynamics
GD
$91.8B
$59.7K 0.01%
175
+79
NEE icon
346
NextEra Energy
NEE
$178B
$59.1K 0.01%
783
+341
SMMV icon
347
iShares MSCI USA Small-Cap Min Vol Factor ETF
SMMV
$296M
$58.7K 0.01%
1,364
+4
XLE icon
348
Energy Select Sector SPDR Fund
XLE
$27.6B
$58.7K 0.01%
657
+245
TEL icon
349
TE Connectivity
TEL
$66.4B
$58.4K 0.01%
266
+58
DHR icon
350
Danaher
DHR
$160B
$57.9K 0.01%
292
+11