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
OTIS icon
501
Otis Worldwide
OTIS
$35.1B
$21.3K ﹤0.01%
215
DSI icon
502
iShares MSCI KLD 400 Social ETF
DSI
$5.18B
$21K ﹤0.01%
181
-1
MSTR icon
503
Strategy Inc
MSTR
$50.3B
$21K ﹤0.01%
52
-1
SOBO
504
South Bow Corp
SOBO
$5.52B
$21K ﹤0.01%
809
APTV icon
505
Aptiv
APTV
$17B
$20.9K ﹤0.01%
307
+7
PANW icon
506
Palo Alto Networks
PANW
$131B
$20.9K ﹤0.01%
102
+32
WDC icon
507
Western Digital
WDC
$75.7B
$20.8K ﹤0.01%
325
-4
JCI icon
508
Johnson Controls International
JCI
$70B
$20.7K ﹤0.01%
196
+41
TEAM icon
509
Atlassian
TEAM
$31.2B
$20.5K ﹤0.01%
101
-4
AFL icon
510
Aflac
AFL
$57.4B
$20.4K ﹤0.01%
193
+22
DELL icon
511
Dell
DELL
$79.9B
$20.4K ﹤0.01%
166
+34
AMT icon
512
American Tower
AMT
$85.9B
$20.3K ﹤0.01%
92
+14
VXF icon
513
Vanguard Extended Market ETF
VXF
$26.5B
$20.2K ﹤0.01%
105
MRNA icon
514
Moderna
MRNA
$16.3B
$20.2K ﹤0.01%
733
PCMM
515
BondBloxx Private Credit CLO ETF
PCMM
$188M
$20.2K ﹤0.01%
+400
CTVA icon
516
Corteva
CTVA
$47.1B
$20.1K ﹤0.01%
269
+42
CRH icon
517
CRH
CRH
$82.2B
$20K ﹤0.01%
218
+19
EOS
518
Eaton Vance Enhance Equity Income Fund II
EOS
$1.2B
$19.9K ﹤0.01%
820
MUFG icon
519
Mitsubishi UFJ Financial
MUFG
$214B
$19.9K ﹤0.01%
1,447
+335
REZ icon
520
iShares Residential and Multisector Real Estate ETF
REZ
$808M
$19.7K ﹤0.01%
239
+2
GPI icon
521
Group 1 Automotive
GPI
$4.99B
$19.7K ﹤0.01%
45
SUSB icon
522
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB
$1.07B
$19.5K ﹤0.01%
775
+9
HPQ icon
523
HP
HPQ
$18.7B
$19.4K ﹤0.01%
792
+70
NTNX icon
524
Nutanix
NTNX
$12.4B
$19.3K ﹤0.01%
253
ING icon
525
ING
ING
$84.2B
$19.2K ﹤0.01%
879
+101
19 20
21
22 23