PWA

Physician Wealth Advisors Portfolio holdings

AUM $719M
1-Year Est. Return 19.48%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$719M
AUM Growth
+$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,181
New
Increased
Reduced
Closed

Top Buys

1
+$9.13M
2
+$5.12M
3
+$4.48M
4
VCRM
Vanguard Core Tax-Exempt Bond ETF
VCRM
+$1.15M
5
BAI
iShares A.I. Innovation and Tech Active ETF
BAI
+$999K

Top Sells

1
+$11.4M
2
+$4.55M
3
+$1.8M
4
UNP icon
Union Pacific
UNP
+$1.29M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$1.08M

Sector Composition

1 Technology 6.33%
2 Financials 1.69%
3 Healthcare 1.66%
4 Consumer Discretionary 1.44%
5 Communication Services 0.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BNDX icon
326
Vanguard Total International Bond ETF
BNDX
$78.2B
$71.3K 0.01%
1,475
+13
MTG icon
327
MGIC Investment
MTG
$6.01B
$71K 0.01%
2,428
+4
ECL icon
328
Ecolab
ECL
$77.6B
$70.1K 0.01%
267
+41
NBIX icon
329
Neurocrine Biosciences
NBIX
$13.4B
$69.1K 0.01%
487
+4
DHI icon
330
D.R. Horton
DHI
$43.4B
$68.4K 0.01%
475
+4
AMGN icon
331
Amgen
AMGN
$192B
$68.1K 0.01%
208
+86
VTEB icon
332
Vanguard Tax-Exempt Bond Index Fund
VTEB
$42.1B
$67.8K 0.01%
1,349
+10
NEE icon
333
NextEra Energy
NEE
$192B
$67.5K 0.01%
841
+58
NU icon
334
Nu Holdings
NU
$74.6B
$67.5K 0.01%
4,032
+2,379
APP icon
335
Applovin
APP
$161B
$66.7K 0.01%
99
+13
SCCO icon
336
Southern Copper
SCCO
$161B
$66.6K 0.01%
468
+5
ZTS icon
337
Zoetis
ZTS
$51.5B
$65.9K 0.01%
524
-123
IGM icon
338
iShares Expanded Tech Sector ETF
IGM
$9.09B
$65.4K 0.01%
506
ALB icon
339
Albemarle
ALB
$23.3B
$65.3K 0.01%
462
-28
VYM icon
340
Vanguard High Dividend Yield ETF
VYM
$76.1B
$64.6K 0.01%
450
TRV icon
341
Travelers Companies
TRV
$64B
$64.1K 0.01%
221
-20
SQM icon
342
Sociedad Química y Minera de Chile
SQM
$25.4B
$64K 0.01%
930
-43
RCL icon
343
Royal Caribbean
RCL
$77.2B
$64K 0.01%
229
+15
VRSN icon
344
VeriSign
VRSN
$25B
$63.7K 0.01%
262
+23
ADBE icon
345
Adobe
ADBE
$98.8B
$61.4K 0.01%
176
-158
SMMV icon
346
iShares MSCI USA Small-Cap Min Vol Factor ETF
SMMV
$286M
$61.1K 0.01%
1,411
+47
GD icon
347
General Dynamics
GD
$91.1B
$60.6K 0.01%
180
+5
PM icon
348
Philip Morris
PM
$246B
$60.5K 0.01%
377
+238
SCHW icon
349
Charles Schwab
SCHW
$160B
$60.5K 0.01%
605
+49
HPE icon
350
Hewlett Packard
HPE
$35.1B
$60.2K 0.01%
2,505
-8
12 13
14
15 16