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PWA

Physician Wealth Advisors Portfolio holdings

AUM $719M
1-Year Est. Return 20.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.04%
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
GILD icon
376
Gilead Sciences
GILD
$154B
$53.9K 0.01%
439
+46
IBDU icon
377
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$3.92B
$53.8K 0.01%
2,300
ACWI icon
378
iShares MSCI ACWI ETF
ACWI
$32.7B
$53.5K 0.01%
378
+5
RSG icon
379
Republic Services
RSG
$63.1B
$53.3K 0.01%
251
-67
STX icon
380
Seagate
STX
$242B
$53.2K 0.01%
193
+45
ALC icon
381
Alcon
ALC
$31.5B
$52.8K 0.01%
670
+32
IBDS icon
382
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.8B
$52.7K 0.01%
2,170
MFC icon
383
Manulife Financial
MFC
$67.6B
$52.5K 0.01%
1,446
DFGP icon
384
Dimensional Global Core Plus Fixed Income ETF
DFGP
$2.6B
$52.4K 0.01%
970
+9
PRU icon
385
Prudential Financial
PRU
$37B
$52.4K 0.01%
464
+188
TGT icon
386
Target
TGT
$59.4B
$52.3K 0.01%
535
+27
KIM icon
387
Kimco Realty
KIM
$16.4B
$52.1K 0.01%
2,571
+728
PFG icon
388
Principal Financial Group
PFG
$23.7B
$52K 0.01%
590
+216
BSEP icon
389
Innovator US Equity Buffer ETF September
BSEP
$214M
$52K 0.01%
1,055
VRT icon
390
Vertiv
VRT
$128B
$50.8K 0.01%
313
+50
VNQI icon
391
Vanguard Global ex-US Real Estate ETF
VNQI
$3.39B
$50.7K 0.01%
1,105
+1,030
IGV icon
392
iShares Expanded Tech-Software Sector ETF
IGV
$14B
$50K 0.01%
473
-18
IRM icon
393
Iron Mountain
IRM
$38B
$49.5K 0.01%
597
+526
REGN icon
394
Regeneron Pharmaceuticals
REGN
$63.9B
$49.4K 0.01%
64
+7
MAGX icon
395
Roundhill Daily 2X Long Magnificent Seven ETF
MAGX
$60.1M
$49.3K 0.01%
863
+220
FBTC icon
396
Fidelity Wise Origin Bitcoin Fund
FBTC
$11.7B
$49.2K 0.01%
646
+17
CMS icon
397
CMS Energy
CMS
$22.7B
$49.2K 0.01%
703
+161
WBD icon
398
Warner Bros
WBD
$65.7B
$48.9K 0.01%
1,696
+292
IYG icon
399
iShares US Financial Services ETF
IYG
$1.98B
$48.9K 0.01%
530
+1
ARTY
400
iShares Future AI & Tech ETF
ARTY
$4.04B
$48.6K 0.01%
1,010
14 15
16
17 18