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
$703M
AUM Growth
+$65.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,084
New
Increased
Reduced
Closed

Sector Composition

1 Technology 7.4%
2 Financials 1.77%
3 Healthcare 1.75%
4 Consumer Discretionary 1.51%
5 Industrials 1.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
TECB icon
526
iShares US Tech Breakthrough Multisector ETF
TECB
$445M
$24.1K ﹤0.01%
400
ING icon
527
ING
ING
$75.8B
$24.1K ﹤0.01%
925
+46
INDA icon
528
iShares MSCI India ETF
INDA
$9.55B
$24.1K ﹤0.01%
463
+45
TM icon
529
Toyota
TM
$260B
$24.1K ﹤0.01%
126
+22
DD icon
530
DuPont de Nemours
DD
$16.8B
$24K ﹤0.01%
736
+507
SBS icon
531
Sabesp
SBS
$17.8B
$23.9K ﹤0.01%
961
+933
IJT icon
532
iShares S&P Small-Cap 600 Growth ETF
IJT
$6.36B
$23.9K ﹤0.01%
169
GRMN icon
533
Garmin
GRMN
$38B
$23.6K ﹤0.01%
96
+42
ROL icon
534
Rollins
ROL
$29.5B
$23.6K ﹤0.01%
402
+16
HLT icon
535
Hilton Worldwide
HLT
$66B
$23.6K ﹤0.01%
91
GM icon
536
General Motors
GM
$68.2B
$23.6K ﹤0.01%
387
+187
MUFG icon
537
Mitsubishi UFJ Financial
MUFG
$182B
$23.6K ﹤0.01%
1,478
+31
PRI icon
538
Primerica
PRI
$8.23B
$23.3K ﹤0.01%
84
+4
IBHE icon
539
iShares iBonds 2025 Term High Yield and Income ETF
IBHE
$391M
$23.2K ﹤0.01%
1,000
VCTR icon
540
Victory Capital Holdings
VCTR
$4.02B
$23.1K ﹤0.01%
357
WSO icon
541
Watsco Inc
WSO
$13.9B
$23K ﹤0.01%
57
+1
PPG icon
542
PPG Industries
PPG
$22.5B
$22.8K ﹤0.01%
217
+99
DSI icon
543
iShares MSCI KLD 400 Social ETF
DSI
$5.01B
$22.8K ﹤0.01%
181
MRVL icon
544
Marvell Technology
MRVL
$79.3B
$22.8K ﹤0.01%
271
+107
ROST icon
545
Ross Stores
ROST
$57.7B
$22.7K ﹤0.01%
149
+59
ATI icon
546
ATI
ATI
$13.5B
$22.6K ﹤0.01%
278
PM icon
547
Philip Morris
PM
$243B
$22.5K ﹤0.01%
139
+11
FNDE icon
548
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$8.11B
$22.5K ﹤0.01%
623
-45
ARKW icon
549
ARK Web x.0 ETF
ARKW
$2.13B
$22.5K ﹤0.01%
129
TMUS icon
550
T-Mobile US
TMUS
$231B
$22.5K ﹤0.01%
94
+90