PWA
Physician Wealth Advisors Portfolio holdings
AUM
$637M
1-Year Return
14.15%
This Quarter Return
+10.13%
1 Year Return
+14.15%
3 Year Return
+57.36%
5 Year Return
+87.78%
10 Year Return
–
AUM
$637M
AUM Growth
+$55.9M
(+9.6%)
Cap. Flow
+$1.57M
Cap. Flow
% of AUM
0.25%
Top 10 Holdings %
Top 10 Hldgs %
44.96%
Holding
2,017
New
582
Increased
593
Reduced
242
Closed
217
Top Buys
Top Sells
| 1 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$20.5M |
| 2 |
iShares MSCI Emerging Markets ex China ETF
EMXC
|
$7.68M |
| 3 |
iShares S&P 500 Growth ETF
IVW
|
$3.75M |
| 4 |
iShares Currency Hedged MSCI EAFE ETF
HEFA
|
$3.22M |
| 5 |
SPDR Gold MiniShares Trust
GLDM
|
$1.56M |
Sector Composition
| 1 | Technology | 6.37% |
| 2 | Healthcare | 1.88% |
| 3 | Financials | 1.55% |
| 4 | Consumer Discretionary | 1.4% |
| 5 | Industrials | 0.99% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
526
RLI Corp
RLI
$6.16B
| $19.2K | ﹤0.01% |
266
| – | – |
|
527
ARK Web x.0 ETF
ARKW
$2.33B
| $19K | ﹤0.01% |
129
| – | – |
|
528
ARK Fintech Innovation ETF
ARKF
$1.33B
| $18.9K | ﹤0.01% |
377
| – | – |
|
529
Kenvue
KVUE
$35.7B
| $18.9K | ﹤0.01% |
904
+59
| +7% | +$1.24K |
|
530
CVS Health
CVS
$93.6B
| $18.9K | ﹤0.01% |
274
+50
| +22% | +$3.45K |
|
531
Archer Aviation
ACHR
$5.48B
| $18.8K | ﹤0.01% |
1,736
+1,355
| +356% | +$14.7K |
|
532
Clearwater Analytics
CWAN
$6.07B
| $18.8K | ﹤0.01% |
+855
| New | +$18.8K |
|
533
iShares ESG Aware USD Corporate Bond ETF
SUSC
$1.21B
| $18.6K | ﹤0.01% |
799
+9
| +1% | +$209 |
|
534
Sabra Healthcare REIT
SBRA
$4.56B
| $18.3K | ﹤0.01% |
992
+37
| +4% | +$682 |
|
|
JBTM
535
JBT Marel Corporation
JBTM
$7.35B
| $18.3K | ﹤0.01% |
152
| – | – |
|
|
TZUP
536
Thumzup Media Corporation Common Stock
TZUP
$91.1M
| $18.2K | ﹤0.01% |
+2,600
| New | +$18.2K |
|
537
Cboe Global Markets
CBOE
$24.3B
| $18.2K | ﹤0.01% |
78
+6
| +8% | +$1.4K |
|
538
Toyota
TM
$260B
| $17.9K | ﹤0.01% |
104
+59
| +131% | +$10.2K |
|
539
iShares Broad USD High Yield Corporate Bond ETF
USHY
$25.3B
| $17.9K | ﹤0.01% |
+476
| New | +$17.9K |
|
540
Fomento Económico Mexicano
FMX
$29.6B
| $17.8K | ﹤0.01% |
173
| – | – |
|
541
Murphy Oil
MUR
$3.56B
| $17.6K | ﹤0.01% |
780
+730
| +1,460% | +$16.4K |
|
542
APi Group
APG
$14.5B
| $17.4K | ﹤0.01% |
510
| – | – |
|
543
Alcoa
AA
$8.24B
| $17.3K | ﹤0.01% |
586
+140
| +31% | +$4.13K |
|
544
Microchip Technology
MCHP
$35.6B
| $17K | ﹤0.01% |
241
+65
| +37% | +$4.57K |
|
545
Skyworks Solutions
SWKS
$11.2B
| $16.8K | ﹤0.01% |
226
+41
| +22% | +$3.06K |
|
546
Applovin
APP
$166B
| $16.8K | ﹤0.01% |
48
+21
| +78% | +$7.35K |
|
547
Entergy
ETR
$39.2B
| $16.8K | ﹤0.01% |
202
| – | – |
|
548
HSBC
HSBC
$227B
| $16.8K | ﹤0.01% |
276
+13
| +5% | +$790 |
|
549
Fox Class A
FOXA
$27.4B
| $16.6K | ﹤0.01% |
297
+15
| +5% | +$841 |
|
550
iShares Russell Mid-Cap Growth ETF
IWP
$20.4B
| $16.6K | ﹤0.01% |
120
| – | – |
|