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
ALC icon
326
Alcon
ALC
$38.1B
$57.1K 0.01%
647
+14
IGM icon
327
iShares Expanded Tech Sector ETF
IGM
$9.57B
$56.8K 0.01%
506
+1
SAP icon
328
SAP
SAP
$285B
$56.6K 0.01%
186
+30
DHR icon
329
Danaher
DHR
$156B
$55.5K 0.01%
281
-99
CLH icon
330
Clean Harbors
CLH
$11B
$55.3K 0.01%
239
COIN icon
331
Coinbase
COIN
$76.6B
$54.3K 0.01%
155
+8
IBDV icon
332
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
$2.1B
$54.3K 0.01%
2,470
IGV icon
333
iShares Expanded Tech-Software Sector ETF
IGV
$9.61B
$53.8K 0.01%
491
MCO icon
334
Moody's
MCO
$85.5B
$53.7K 0.01%
107
+27
IBDU icon
335
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$2.93B
$53.7K 0.01%
2,300
ZMAR
336
Innovator Equity Defined Protection ETF - 1 Yr March
ZMAR
$104M
$53K 0.01%
2,000
ISCG icon
337
iShares Morningstar Small-Cap Growth ETF
ISCG
$736M
$52.9K 0.01%
1,063
CATY icon
338
Cathay General Bancorp
CATY
$3.23B
$52.9K 0.01%
1,161
IBDS icon
339
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.37B
$52.7K 0.01%
2,170
SCHP icon
340
Schwab US TIPS ETF
SCHP
$14.3B
$51.8K 0.01%
1,940
+3
DFEV icon
341
Dimensional Emerging Markets Value ETF
DFEV
$1.22B
$51.6K 0.01%
1,721
DHI icon
342
D.R. Horton
DHI
$41.9B
$51.6K 0.01%
400
+8
JAJL
343
Innovator Equity Defined Protection ETF - 6mo Jan/Jul
JAJL
$243M
$51.6K 0.01%
1,830
CMG icon
344
Chipotle Mexican Grill
CMG
$41.7B
$50K 0.01%
890
+56
RSG icon
345
Republic Services
RSG
$64.9B
$49.7K 0.01%
201
APD icon
346
Air Products & Chemicals
APD
$57.7B
$48.9K 0.01%
173
-2
RWO icon
347
SPDR Dow Jones Global Real Estate ETF
RWO
$1.13B
$48.6K 0.01%
1,102
RCL icon
348
Royal Caribbean
RCL
$69B
$48.6K 0.01%
155
+11
ALL icon
349
Allstate
ALL
$56.1B
$48.5K 0.01%
241
+26
DE icon
350
Deere & Co
DE
$129B
$48.3K 0.01%
95
+7
12 13
14
15 16