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
CEG icon
476
Constellation Energy
CEG
$106B
$24.1K ﹤0.01%
75
+35
ATI icon
477
ATI
ATI
$13.5B
$24K ﹤0.01%
278
UJAN icon
478
Innovator US Equity Ultra Buffer ETF January
UJAN
$208M
$23.7K ﹤0.01%
586
KMPR icon
479
Kemper
KMPR
$2.24B
$23.7K ﹤0.01%
367
SNPS icon
480
Synopsys
SNPS
$72.4B
$23.6K ﹤0.01%
46
+5
SMH icon
481
VanEck Semiconductor ETF
SMH
$35.1B
$23.5K ﹤0.01%
84
PM icon
482
Philip Morris
PM
$242B
$23.3K ﹤0.01%
128
+65
INDA icon
483
iShares MSCI India ETF
INDA
$9.6B
$23.3K ﹤0.01%
418
-17
IBHE icon
484
iShares iBonds 2025 Term High Yield and Income ETF
IBHE
$487M
$23.3K ﹤0.01%
+1,000
SCHW icon
485
Charles Schwab
SCHW
$168B
$23.2K ﹤0.01%
254
+50
NU icon
486
Nu Holdings
NU
$76.7B
$23.2K ﹤0.01%
1,688
+1,581
WFG icon
487
West Fraser Timber
WFG
$4.72B
$23K ﹤0.01%
314
-13
TECB icon
488
iShares US Tech Breakthrough Multisector ETF
TECB
$458M
$22.9K ﹤0.01%
400
VCTR icon
489
Victory Capital Holdings
VCTR
$4.11B
$22.7K ﹤0.01%
357
+28
XSD icon
490
State Street SPDR S&P Semiconductor ETF
XSD
$1.54B
$22.6K ﹤0.01%
88
REGN icon
491
Regeneron Pharmaceuticals
REGN
$72.9B
$22.6K ﹤0.01%
43
+10
IJT icon
492
iShares S&P Small-Cap 600 Growth ETF
IJT
$6.1B
$22.5K ﹤0.01%
169
ARKQ icon
493
ARK Autonomous Technology & Robotics ETF
ARKQ
$1.45B
$22.4K ﹤0.01%
251
+50
FNDE icon
494
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$8.09B
$22.1K ﹤0.01%
668
PRI icon
495
Primerica
PRI
$8.11B
$21.9K ﹤0.01%
80
ROL icon
496
Rollins
ROL
$28B
$21.8K ﹤0.01%
386
+9
LMT icon
497
Lockheed Martin
LMT
$108B
$21.8K ﹤0.01%
47
+20
JBL icon
498
Jabil
JBL
$21.6B
$21.6K ﹤0.01%
99
+2
UPS icon
499
United Parcel Service
UPS
$81.4B
$21.5K ﹤0.01%
213
+33
ADP icon
500
Automatic Data Processing
ADP
$102B
$21.3K ﹤0.01%
69
+19
18 19
20
21 22