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
KLAC icon
426
KLA
KLAC
$153B
$37.8K 0.01%
35
+29
IWR icon
427
iShares Russell Mid-Cap ETF
IWR
$45.8B
$37.6K 0.01%
390
-3
WFG icon
428
West Fraser Timber
WFG
$4.84B
$37.5K 0.01%
552
+238
PBA icon
429
Pembina Pipeline
PBA
$22.7B
$37.2K 0.01%
920
+750
GSIE icon
430
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$4.73B
$37.1K 0.01%
902
ROM icon
431
ProShares Ultra Technology
ROM
$854M
$37.1K 0.01%
400
FXR icon
432
First Trust Industrials/Producer Durables AlphaDEX Fund
FXR
$1.76B
$36.9K 0.01%
473
IDA icon
433
Idacorp
IDA
$7.1B
$36.9K 0.01%
279
+16
HOOD icon
434
Robinhood
HOOD
$110B
$36.8K 0.01%
257
+145
CPB icon
435
Campbell Soup
CPB
$9.07B
$36.6K 0.01%
1,158
-68
TRU icon
436
TransUnion
TRU
$16.5B
$36.5K 0.01%
436
XLI icon
437
Industrial Select Sector SPDR Fund
XLI
$24.1B
$36.5K 0.01%
237
+1
MAGX icon
438
Roundhill Daily 2X Long Magnificent Seven ETF
MAGX
$76.4M
$36.2K 0.01%
643
CRBN icon
439
iShares Low Carbon Optimized MSCI ACWI ETF
CRBN
$991M
$36K 0.01%
159
KR icon
440
Kroger
KR
$44.8B
$35.9K 0.01%
533
+14
VLO icon
441
Valero Energy
VLO
$55.1B
$35.9K 0.01%
211
+125
NDAQ icon
442
Nasdaq
NDAQ
$51.3B
$35.9K 0.01%
406
+18
LCTU icon
443
iShares U.S. Carbon Transition Readiness Aware Active ETF
LCTU
$1.42B
$35.6K 0.01%
491
SCHE icon
444
Schwab Emerging Markets Equity ETF
SCHE
$11.4B
$35.6K 0.01%
1,067
-71
VFMV icon
445
Vanguard US Minimum Volatility ETF
VFMV
$311M
$35.5K 0.01%
270
VDE icon
446
Vanguard Energy ETF
VDE
$7.3B
$35.2K 0.01%
280
JCI icon
447
Johnson Controls International
JCI
$70.9B
$35.1K 0.01%
319
+123
STX icon
448
Seagate
STX
$59.4B
$34.9K 0.01%
148
+45
QYLD icon
449
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.04B
$34.9K 0.01%
+2,050
AMGN icon
450
Amgen
AMGN
$182B
$34.4K ﹤0.01%
122
-5
16 17
18
19 20