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
ISCG icon
351
iShares Morningstar Small-Cap Growth ETF
ISCG
$798M
$57.8K 0.01%
1,063
MMCA icon
352
IQ MacKay California Municipal Intermediate ETF
MMCA
$63.2M
$57.5K 0.01%
2,644
+450
O icon
353
Realty Income
O
$52.6B
$57.1K 0.01%
939
+332
IGV icon
354
iShares Expanded Tech-Software Sector ETF
IGV
$8.12B
$56.5K 0.01%
491
BABA icon
355
Alibaba
BABA
$386B
$56.4K 0.01%
316
-90
SCHP icon
356
Schwab US TIPS ETF
SCHP
$14.7B
$56.3K 0.01%
2,090
+150
UBER icon
357
Uber
UBER
$179B
$56.1K 0.01%
573
+398
CATY icon
358
Cathay General Bancorp
CATY
$3.31B
$55.7K 0.01%
1,161
CLH icon
359
Clean Harbors
CLH
$12.3B
$55.5K 0.01%
239
MMC icon
360
Marsh & McLennan
MMC
$90.1B
$55.4K 0.01%
275
+2
SCCO icon
361
Southern Copper
SCCO
$111B
$55.2K 0.01%
459
-1
CSX icon
362
CSX Corp
CSX
$65.5B
$54.8K 0.01%
1,544
-271
IBDV icon
363
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
$2.41B
$54.7K 0.01%
2,470
ZMAR
364
Innovator Equity Defined Protection ETF - 1 Yr March
ZMAR
$92.9M
$54.2K 0.01%
2,000
MET icon
365
MetLife
MET
$50.7B
$54K 0.01%
656
+230
IBDU icon
366
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$3.16B
$54K 0.01%
2,300
DFGP icon
367
Dimensional Global Core Plus Fixed Income ETF
DFGP
$2.06B
$53.4K 0.01%
961
+99
MCK icon
368
McKesson
MCK
$107B
$53.3K 0.01%
69
+25
GDDY icon
369
GoDaddy
GDDY
$17.4B
$53.1K 0.01%
388
-6
SCHW icon
370
Charles Schwab
SCHW
$164B
$53.1K 0.01%
556
+302
IDXX icon
371
Idexx Laboratories
IDXX
$58.9B
$53K 0.01%
83
-5
HDB icon
372
HDFC Bank
HDB
$184B
$53K 0.01%
1,552
-34
IBDS icon
373
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.48B
$52.8K 0.01%
2,170
MCO icon
374
Moody's
MCO
$87.7B
$52.4K 0.01%
110
+3
DFEV icon
375
Dimensional Emerging Markets Value ETF
DFEV
$1.23B
$52K 0.01%
1,631
-90
13 14
15
16 17