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
FXH icon
426
First Trust Health Care AlphaDEX Fund
FXH
$938M
$31.7K 0.01%
306
XLP icon
427
Consumers Staples Select Sector SPDR Fund
XLP
$15.1B
$31.6K 0.01%
390
+3
FSS icon
428
Federal Signal
FSS
$6.67B
$31K ﹤0.01%
291
+93
RMOP
429
Rockefeller Opportunistic Municipal Bond ETF
RMOP
$199M
$30.8K ﹤0.01%
+1,257
NEE icon
430
NextEra Energy
NEE
$175B
$30.7K ﹤0.01%
442
+70
SQM icon
431
Sociedad Química y Minera de Chile
SQM
$15.6B
$30.6K ﹤0.01%
869
+222
ROM icon
432
ProShares Ultra Technology
ROM
$904M
$30.4K ﹤0.01%
400
FCX icon
433
Freeport-McMoran
FCX
$57.7B
$30.4K ﹤0.01%
702
+162
NICE icon
434
Nice
NICE
$8.24B
$30.4K ﹤0.01%
180
+3
TIP icon
435
iShares TIPS Bond ETF
TIP
$13.8B
$30.4K ﹤0.01%
276
IDA icon
436
Idacorp
IDA
$6.93B
$30.4K ﹤0.01%
263
SO icon
437
Southern Company
SO
$99.9B
$29.9K ﹤0.01%
326
-81
BND icon
438
Vanguard Total Bond Market
BND
$137B
$29.9K ﹤0.01%
406
+10
CAKE icon
439
Cheesecake Factory
CAKE
$2.24B
$29.9K ﹤0.01%
477
BBVA icon
440
Banco Bilbao Vizcaya Argentaria
BBVA
$122B
$29.8K ﹤0.01%
1,938
+204
EEMA icon
441
iShares MSCI Emerging Markets Asia ETF
EEMA
$1.56B
$29.8K ﹤0.01%
361
+1
PFG icon
442
Principal Financial Group
PFG
$18.6B
$29.7K ﹤0.01%
374
VCIT icon
443
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$57.4B
$29.7K ﹤0.01%
358
PRU icon
444
Prudential Financial
PRU
$37.5B
$29.7K ﹤0.01%
276
+22
FANG icon
445
Diamondback Energy
FANG
$42.7B
$29.5K ﹤0.01%
215
+31
CW icon
446
Curtiss-Wright
CW
$20.3B
$29.3K ﹤0.01%
60
-3
RELX icon
447
RELX
RELX
$75.2B
$29.3K ﹤0.01%
539
+69
SGOV icon
448
iShares 0-3 Month Treasury Bond ETF
SGOV
$57.6B
$29.2K ﹤0.01%
290
PBP icon
449
Invesco S&P 500 BuyWrite ETF
PBP
$303M
$29K ﹤0.01%
1,326
IXJ icon
450
iShares Global Healthcare ETF
IXJ
$4.17B
$28.9K ﹤0.01%
336
+3
16 17
18
19 20