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
WY icon
451
Weyerhaeuser
WY
$19.5B
$33.9K ﹤0.01%
1,369
-8
CTVA icon
452
Corteva
CTVA
$47.1B
$33.7K ﹤0.01%
498
+229
CW icon
453
Curtiss-Wright
CW
$24.5B
$33.7K ﹤0.01%
62
+2
FXH icon
454
First Trust Health Care AlphaDEX Fund
FXH
$954M
$33.6K ﹤0.01%
306
IYK icon
455
iShares US Consumer Staples ETF
IYK
$1.22B
$33.4K ﹤0.01%
488
+2
HYXF icon
456
iShares ESG Advanced High Yield Corporate Bond ETF
HYXF
$195M
$33.2K ﹤0.01%
699
EEMA icon
457
iShares MSCI Emerging Markets Asia ETF
EEMA
$1.65B
$33.1K ﹤0.01%
361
AMT icon
458
American Tower
AMT
$85.9B
$32.9K ﹤0.01%
171
+79
CBOE icon
459
Cboe Global Markets
CBOE
$28.6B
$32.6K ﹤0.01%
133
+55
FSS icon
460
Federal Signal
FSS
$6.96B
$32.6K ﹤0.01%
274
-17
DY icon
461
Dycom Industries
DY
$11.1B
$32.4K ﹤0.01%
111
XHB icon
462
State Street SPDR S&P Homebuilders ETF
XHB
$1.85B
$32.1K ﹤0.01%
290
UTF icon
463
Cohen & Steers Infrastructure Fund
UTF
$2.44B
$32.1K ﹤0.01%
1,293
+23
REGN icon
464
Regeneron Pharmaceuticals
REGN
$77B
$32K ﹤0.01%
57
+14
DELL icon
465
Dell
DELL
$79.9B
$32K ﹤0.01%
226
+60
VICI icon
466
VICI Properties
VICI
$31B
$31.8K ﹤0.01%
974
+89
YUMC icon
467
Yum China
YUMC
$16.8B
$31.7K ﹤0.01%
739
+3
SPEM icon
468
SPDR Portfolio Emerging Markets ETF
SPEM
$16B
$31.5K ﹤0.01%
673
UPS icon
469
United Parcel Service
UPS
$90.7B
$31.4K ﹤0.01%
376
+163
RMOP
470
Rockefeller Opportunistic Municipal Bond ETF
RMOP
$279M
$31.4K ﹤0.01%
1,257
AWI icon
471
Armstrong World Industries
AWI
$8.46B
$31.2K ﹤0.01%
159
+3
PFG icon
472
Principal Financial Group
PFG
$19.4B
$31K ﹤0.01%
374
OTIS icon
473
Otis Worldwide
OTIS
$35.1B
$31K ﹤0.01%
339
+124
XLP icon
474
State Street Consumer Staples Select Sector SPDR ETF
XLP
$15.3B
$30.8K ﹤0.01%
392
+2
FANG icon
475
Diamondback Energy
FANG
$43.3B
$30.8K ﹤0.01%
215
17 18
19
20 21