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 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
EMO
376
ClearBridge Energy Midstream Opportunity Fund
EMO
$816M
$40.5K 0.01%
844
BIV icon
377
Vanguard Intermediate-Term Bond ETF
BIV
$25.1B
$40.1K 0.01%
518
NSC icon
378
Norfolk Southern
NSC
$63.7B
$40.1K 0.01%
157
+8
XJR icon
379
iShares ESG Screened S&P Small-Cap ETF
XJR
$101M
$39.9K 0.01%
1,008
+67
MPC icon
380
Marathon Petroleum
MPC
$60.1B
$39.7K 0.01%
239
+44
PNC icon
381
PNC Financial Services
PNC
$72.2B
$39.5K 0.01%
212
+5
FDX icon
382
FedEx
FDX
$63.1B
$38.8K 0.01%
171
+10
VZ icon
383
Verizon
VZ
$173B
$38.7K 0.01%
894
+122
PSX icon
384
Phillips 66
PSX
$57.3B
$38.6K 0.01%
323
+53
TRU icon
385
TransUnion
TRU
$15.7B
$38.4K 0.01%
436
HEI.A icon
386
HEICO Corp Class A
HEI.A
$34.1B
$38.3K 0.01%
148
+52
ROAD icon
387
Construction Partners
ROAD
$5.99B
$38.2K 0.01%
359
+16
VCR icon
388
Vanguard Consumer Discretionary ETF
VCR
$6.24B
$37.9K 0.01%
105
+1
CPB icon
389
Campbell Soup
CPB
$9.32B
$37.6K 0.01%
1,226
+102
KR icon
390
Kroger
KR
$44.2B
$37.2K 0.01%
519
+9
CNI icon
391
Canadian National Railway
CNI
$59.2B
$36.8K 0.01%
354
+5
KIM icon
392
Kimco Realty
KIM
$13.8B
$36.6K 0.01%
1,741
VTES icon
393
Vanguard Short-Term Tax-Exempt Bond ETF
VTES
$1.32B
$36.3K 0.01%
360
+163
GSK icon
394
GSK
GSK
$94.8B
$36.2K 0.01%
942
-538
IWR icon
395
iShares Russell Mid-Cap ETF
IWR
$44B
$36.2K 0.01%
393
-33
HLI icon
396
Houlihan Lokey
HLI
$12.6B
$36K 0.01%
200
SONY icon
397
Sony
SONY
$180B
$35.8K 0.01%
1,376
+187
GSIE icon
398
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$4.52B
$35.8K 0.01%
902
AMGN icon
399
Amgen
AMGN
$181B
$35.5K 0.01%
127
+5
WY icon
400
Weyerhaeuser
WY
$16B
$35.4K 0.01%
1,377
+47