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
CTSH icon
501
Cognizant
CTSH
$29.3B
$28.4K ﹤0.01%
342
+213
XSD icon
502
State Street SPDR S&P Semiconductor ETF
XSD
$2.05B
$28.4K ﹤0.01%
88
MRVL icon
503
Marvell Technology
MRVL
$122B
$28.2K ﹤0.01%
332
+61
DELL icon
504
Dell
DELL
$127B
$28.2K ﹤0.01%
224
-2
MNST icon
505
Monster Beverage
MNST
$75B
$27.9K ﹤0.01%
364
-13
WRB icon
506
W.R. Berkley
WRB
$25B
$27.9K ﹤0.01%
398
-125
PCMM
507
BondBloxx Private Credit CLO ETF
PCMM
$201M
$27.6K ﹤0.01%
550
+150
DVN icon
508
Devon Energy
DVN
$27.5B
$27.5K ﹤0.01%
752
+126
EAGG icon
509
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.71B
$27.3K ﹤0.01%
570
+7
DPZ icon
510
Domino's
DPZ
$12.5B
$27.1K ﹤0.01%
65
+2
FICO icon
511
Fair Isaac
FICO
$25.5B
$27.1K ﹤0.01%
16
+10
SPHY icon
512
State Street SPDR Portfolio High Yield Bond ETF
SPHY
$10.2B
$27K ﹤0.01%
1,139
+302
ESML icon
513
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2.33B
$26.9K ﹤0.01%
584
SNDK
514
Sandisk
SNDK
$136B
$26.8K ﹤0.01%
113
+4
DFIC icon
515
Dimensional International Core Equity 2 ETF
DFIC
$13.9B
$26.8K ﹤0.01%
778
INDA icon
516
iShares MSCI India ETF
INDA
$6.61B
$26.7K ﹤0.01%
495
+32
DDOG icon
517
Datadog
DDOG
$44.8B
$26.6K ﹤0.01%
196
+5
VCEB icon
518
Vanguard ESG US Corporate Bond ETF
VCEB
$1.21B
$26.6K ﹤0.01%
+418
KVUE icon
519
Kenvue
KVUE
$33.8B
$26.4K ﹤0.01%
1,533
+618
MAA icon
520
Mid-America Apartment Communities
MAA
$14.9B
$26.4K ﹤0.01%
190
+75
USB icon
521
US Bancorp
USB
$88.5B
$26.4K ﹤0.01%
494
+90
ING icon
522
ING
ING
$82.9B
$26.3K ﹤0.01%
941
+16
MUFG icon
523
Mitsubishi UFJ Financial
MUFG
$209B
$25.8K ﹤0.01%
1,629
+151
EMXF icon
524
iShares ESG Advanced MSCI EM ETF
EMXF
$149M
$25.8K ﹤0.01%
555
-27
BMY icon
525
Bristol-Myers Squibb
BMY
$123B
$25.7K ﹤0.01%
477
+202
19 20
21
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