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

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
MO icon
401
Altria Group
MO
$98.9B
$42.2K 0.01%
639
+552
CRH icon
402
CRH
CRH
$80.4B
$42K 0.01%
350
+132
MFIC icon
403
MidCap Financial Investment
MFIC
$1.14B
$42K 0.01%
+3,500
SQM icon
404
Sociedad Química y Minera de Chile
SQM
$18.5B
$41.8K 0.01%
973
+104
VCR icon
405
Vanguard Consumer Discretionary ETF
VCR
$6.35B
$41.5K 0.01%
105
BIV icon
406
Vanguard Intermediate-Term Bond ETF
BIV
$26.3B
$40.5K 0.01%
518
WDC icon
407
Western Digital
WDC
$55.6B
$40.3K 0.01%
336
+11
KIM icon
408
Kimco Realty
KIM
$13.9B
$40.3K 0.01%
1,843
+102
SONY icon
409
Sony
SONY
$172B
$40.1K 0.01%
1,393
+17
WRB icon
410
W.R. Berkley
WRB
$28.4B
$40.1K 0.01%
523
+150
ICE icon
411
Intercontinental Exchange
ICE
$89.3B
$39.8K 0.01%
236
+11
ALB icon
412
Albemarle
ALB
$15.2B
$39.7K 0.01%
+490
CMS icon
413
CMS Energy
CMS
$22.5B
$39.7K 0.01%
+542
VRT icon
414
Vertiv
VRT
$68.8B
$39.7K 0.01%
263
+188
NSC icon
415
Norfolk Southern
NSC
$65.8B
$39.6K 0.01%
132
-25
GIS icon
416
General Mills
GIS
$25.1B
$39.4K 0.01%
781
+605
AHR icon
417
American Healthcare REIT
AHR
$9.4B
$39.3K 0.01%
936
APD icon
418
Air Products & Chemicals
APD
$58.4B
$39.3K 0.01%
144
-29
BSY icon
419
Bentley Systems
BSY
$12.8B
$38.8K 0.01%
+754
VST icon
420
Vistra
VST
$59B
$38.8K 0.01%
198
+27
BP icon
421
BP
BP
$93B
$38.7K 0.01%
1,122
VTES icon
422
Vanguard Short-Term Tax-Exempt Bond ETF
VTES
$1.44B
$38.4K 0.01%
377
+17
LMT icon
423
Lockheed Martin
LMT
$102B
$37.9K 0.01%
76
+29
EMO
424
ClearBridge Energy Midstream Opportunity Fund
EMO
$854M
$37.9K 0.01%
844
BBVA icon
425
Banco Bilbao Vizcaya Argentaria
BBVA
$125B
$37.8K 0.01%
1,964
+26