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
TEL icon
401
TE Connectivity
TEL
$69.8B
$35.1K 0.01%
208
+15
FXR icon
402
First Trust Industrials/Producer Durables AlphaDEX Fund
FXR
$1.79B
$35.1K 0.01%
473
O icon
403
Realty Income
O
$52.3B
$35K 0.01%
607
-369
XLE icon
404
Energy Select Sector SPDR Fund
XLE
$27.6B
$34.9K 0.01%
412
+49
XLI icon
405
Industrial Select Sector SPDR Fund
XLI
$23.5B
$34.8K 0.01%
236
NDAQ icon
406
Nasdaq
NDAQ
$49.7B
$34.7K 0.01%
388
+19
VFMV icon
407
Vanguard US Minimum Volatility ETF
VFMV
$297M
$34.6K 0.01%
270
AHR icon
408
American Healthcare REIT
AHR
$8.55B
$34.4K 0.01%
+936
RGLO
409
Russell Investments Global Equity ETF
RGLO
$234M
$34.3K 0.01%
+1,295
SCHE icon
410
Schwab Emerging Markets Equity ETF
SCHE
$11.5B
$34.3K 0.01%
1,138
MET icon
411
MetLife
MET
$51.8B
$34.3K 0.01%
426
+48
IYK icon
412
iShares US Consumer Staples ETF
IYK
$1.29B
$34.3K 0.01%
486
+2
UTF icon
413
Cohen & Steers Infrastructure Fund
UTF
$2.36B
$34.2K 0.01%
1,270
+23
CRBN icon
414
iShares MSCI ACWI Low Carbon Target ETF
CRBN
$1.04B
$33.6K 0.01%
159
-11
BP icon
415
BP
BP
$93.4B
$33.6K 0.01%
1,122
+122
GDX icon
416
VanEck Gold Miners ETF
GDX
$22.1B
$33.6K 0.01%
645
OWL icon
417
Blue Owl Capital
OWL
$9.72B
$33.5K 0.01%
1,742
+81
VDE icon
418
Vanguard Energy ETF
VDE
$7.5B
$33.4K 0.01%
280
-65
HYXF icon
419
iShares ESG Advanced High Yield Corporate Bond ETF
HYXF
$186M
$33.2K 0.01%
699
+1
COF icon
420
Capital One
COF
$134B
$33.2K 0.01%
156
+144
VST icon
421
Vistra
VST
$59.2B
$33.1K 0.01%
171
+39
VDC icon
422
Vanguard Consumer Staples ETF
VDC
$7.22B
$33.1K 0.01%
151
LCTU icon
423
BlackRock US Carbon Transition Readiness ETF
LCTU
$1.39B
$33K 0.01%
491
+10
YUMC icon
424
Yum China
YUMC
$16.7B
$32.9K 0.01%
736
+17
MCK icon
425
McKesson
MCK
$104B
$32.2K 0.01%
44
+7
15 16
17
18 19