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
FITB icon
451
Fifth Third Bancorp
FITB
$28.1B
$28.9K ﹤0.01%
703
VICI icon
452
VICI Properties
VICI
$32.4B
$28.9K ﹤0.01%
885
+16
SPEM icon
453
SPDR Portfolio Emerging Markets ETF
SPEM
$14.6B
$28.8K ﹤0.01%
673
+8
CME icon
454
CME Group
CME
$103B
$28.7K ﹤0.01%
104
+12
XHB icon
455
State Street SPDR S&P Homebuilders ETF
XHB
$1.74B
$28.6K ﹤0.01%
290
MDY icon
456
SPDR S&P MidCap 400 ETF Trust
MDY
$23.6B
$28.3K ﹤0.01%
50
GD icon
457
General Dynamics
GD
$93B
$28K ﹤0.01%
96
SOLV icon
458
Solventum
SOLV
$13.1B
$28K ﹤0.01%
369
+23
MAGX icon
459
Roundhill Daily 2X Long Magnificent Seven ETF
MAGX
$72.6M
$27.5K ﹤0.01%
+643
WRB icon
460
W.R. Berkley
WRB
$29.3B
$27.4K ﹤0.01%
373
DY icon
461
Dycom Industries
DY
$8.43B
$27.1K ﹤0.01%
111
+6
DPZ icon
462
Domino's
DPZ
$13.9B
$26.9K ﹤0.01%
60
+1
FBTC icon
463
Fidelity Wise Origin Bitcoin Fund
FBTC
$12.4B
$26.9K ﹤0.01%
286
+11
RBC icon
464
RBC Bearings
RBC
$13.7B
$26.6K ﹤0.01%
69
EAGG icon
465
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.17B
$26.5K ﹤0.01%
557
+5
CHT icon
466
Chunghwa Telecom
CHT
$32.9B
$26.5K ﹤0.01%
568
+59
ASH icon
467
Ashland
ASH
$2.35B
$25.9K ﹤0.01%
516
+3
MOAT icon
468
VanEck Morningstar Wide Moat ETF
MOAT
$15.4B
$25.7K ﹤0.01%
274
AWI icon
469
Armstrong World Industries
AWI
$7.88B
$25.3K ﹤0.01%
156
EMXF icon
470
iShares ESG Advanced MSCI EM ETF
EMXF
$117M
$25K ﹤0.01%
582
-5
WSO icon
471
Watsco Inc
WSO
$13.9B
$24.7K ﹤0.01%
56
-2
HLT icon
472
Hilton Worldwide
HLT
$62.7B
$24.2K ﹤0.01%
91
+13
DFIC icon
473
Dimensional International Core Equity 2 ETF
DFIC
$10.7B
$24.2K ﹤0.01%
778
-1,942
HYG icon
474
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$18B
$24.2K ﹤0.01%
300
+50
ESML icon
475
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$1.98B
$24.1K ﹤0.01%
584
17 18
19
20 21