PWA

Physician Wealth Advisors Portfolio holdings

AUM $719M
1-Year Est. Return 19.48%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.48%
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
YUMC icon
451
Yum China
YUMC
$17B
$35.9K 0.01%
751
+12
APLD icon
452
Applied Digital
APLD
$9.01B
$35.6K 0.01%
+1,452
LCTU icon
453
iShares U.S. Carbon Transition Readiness Aware Active ETF
LCTU
$1.43B
$35.3K ﹤0.01%
477
-14
VDE icon
454
Vanguard Energy ETF
VDE
$9.77B
$35.3K ﹤0.01%
280
VFMV icon
455
Vanguard US Minimum Volatility ETF
VFMV
$431M
$35.2K ﹤0.01%
270
EOG icon
456
EOG Resources
EOG
$68.8B
$35.2K ﹤0.01%
335
+170
MTB icon
457
M&T Bank
MTB
$32.1B
$35.1K ﹤0.01%
174
+86
PBA icon
458
Pembina Pipeline
PBA
$24.7B
$35K ﹤0.01%
920
SCHE icon
459
Schwab Emerging Markets Equity ETF
SCHE
$12.6B
$34.9K ﹤0.01%
1,067
NSC icon
460
Norfolk Southern
NSC
$67.9B
$34.9K ﹤0.01%
121
-11
FXH icon
461
First Trust Health Care AlphaDEX Fund
FXH
$884M
$34.8K ﹤0.01%
306
CW icon
462
Curtiss-Wright
CW
$27.2B
$34.7K ﹤0.01%
63
+1
PANW icon
463
Palo Alto Networks
PANW
$136B
$34.6K ﹤0.01%
188
-114
EEMA icon
464
iShares MSCI Emerging Markets Asia ETF
EEMA
$1.28B
$34.4K ﹤0.01%
365
+4
MET icon
465
MetLife
MET
$50.9B
$34.3K ﹤0.01%
435
-221
AFL icon
466
Aflac
AFL
$59B
$34.3K ﹤0.01%
311
-96
GM icon
467
General Motors
GM
$73.5B
$34.2K ﹤0.01%
421
+34
SMH icon
468
VanEck Semiconductor ETF
SMH
$52B
$34K ﹤0.01%
94
IQV icon
469
IQVIA
IQV
$29.6B
$33.6K ﹤0.01%
149
+5
NEM icon
470
Newmont
NEM
$126B
$33.4K ﹤0.01%
334
+26
ROST icon
471
Ross Stores
ROST
$73.4B
$33.3K ﹤0.01%
185
+36
VST icon
472
Vistra
VST
$55.3B
$33.2K ﹤0.01%
206
+8
IXJ icon
473
iShares Global Healthcare ETF
IXJ
$3.7B
$32.9K ﹤0.01%
338
+2
IYK icon
474
iShares US Consumer Staples ETF
IYK
$1.35B
$32.9K ﹤0.01%
491
+3
CTVA icon
475
Corteva
CTVA
$53.9B
$32.8K ﹤0.01%
489
-9
17 18
19
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