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
A icon
476
Agilent Technologies
A
$34.4B
$32.5K ﹤0.01%
239
+3
DE icon
477
Deere & Co
DE
$159B
$32.1K ﹤0.01%
69
+6
SPEM icon
478
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.6B
$32K ﹤0.01%
685
+12
ATI icon
479
ATI
ATI
$22.5B
$31.9K ﹤0.01%
278
CPB icon
480
Campbell Soup
CPB
$6.26B
$31.8K ﹤0.01%
1,141
-17
RMOP
481
Rockefeller Opportunistic Municipal Bond ETF
RMOP
$347M
$31.5K ﹤0.01%
1,257
AA icon
482
Alcoa
AA
$17.3B
$31.3K ﹤0.01%
589
+1
SNOW icon
483
Snowflake
SNOW
$49.8B
$31.1K ﹤0.01%
142
+51
RBC icon
484
RBC Bearings
RBC
$18.6B
$30.9K ﹤0.01%
69
VPU icon
485
Vanguard Utilities ETF
VPU
$8.77B
$30.9K ﹤0.01%
+167
HOOD icon
486
Robinhood
HOOD
$81.7B
$30.9K ﹤0.01%
273
+16
XLP icon
487
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.4B
$30.7K ﹤0.01%
396
+4
GPIX icon
488
Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF
GPIX
$3.48B
$30.6K ﹤0.01%
+580
HYXF icon
489
iShares ESG Advanced High Yield Corporate Bond ETF
HYXF
$197M
$30.3K ﹤0.01%
642
-57
TIP icon
490
iShares TIPS Bond ETF
TIP
$14.2B
$30.3K ﹤0.01%
276
PBP icon
491
Invesco S&P 500 BuyWrite ETF
PBP
$334M
$30.3K ﹤0.01%
1,326
TM icon
492
Toyota
TM
$283B
$30.2K ﹤0.01%
141
+15
BND icon
493
Vanguard Total Bond Market
BND
$152B
$30.1K ﹤0.01%
407
+1
XHB icon
494
State Street SPDR S&P Homebuilders ETF
XHB
$1.57B
$29.9K ﹤0.01%
290
AWI icon
495
Armstrong World Industries
AWI
$7.69B
$29.8K ﹤0.01%
156
-3
FOXA icon
496
Fox Class A
FOXA
$27.7B
$29.7K ﹤0.01%
406
-67
ROL icon
497
Rollins
ROL
$26.5B
$29.6K ﹤0.01%
494
+92
MOAT icon
498
VanEck Morningstar Wide Moat ETF
MOAT
$12.2B
$29.4K ﹤0.01%
284
+3
SGOV icon
499
iShares 0-3 Month Treasury Bond ETF
SGOV
$85.9B
$29.1K ﹤0.01%
290
ARKQ icon
500
ARK Autonomous Technology & Robotics ETF
ARKQ
$2.12B
$28.8K ﹤0.01%
251
18 19
20
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