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PWA

Physician Wealth Advisors Portfolio holdings

AUM $719M
1-Year Est. Return 20.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.04%
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
CVNA icon
576
Carvana
CVNA
$47.7B
$20.7K ﹤0.01%
245
+85
PRI icon
577
Primerica
PRI
$8.79B
$20.7K ﹤0.01%
80
-4
RLI icon
578
RLI Corp
RLI
$4.88B
$20.6K ﹤0.01%
322
+56
TD icon
579
Toronto Dominion Bank
TD
$197B
$20.4K ﹤0.01%
217
+6
GLW icon
580
Corning
GLW
$168B
$20.4K ﹤0.01%
233
+18
MCHP icon
581
Microchip Technology
MCHP
$54.1B
$20.4K ﹤0.01%
320
+39
LMT icon
582
Lockheed Martin
LMT
$118B
$20.3K ﹤0.01%
42
-34
MDB icon
583
MongoDB
MDB
$26.8B
$20.1K ﹤0.01%
48
+17
SUSB icon
584
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB
$1.27B
$20.1K ﹤0.01%
795
+12
HUBS icon
585
HubSpot
HUBS
$9.01B
$20.1K ﹤0.01%
50
+35
TDG icon
586
TransDigm Group
TDG
$74.3B
$19.9K ﹤0.01%
15
+6
WSO icon
587
Watsco Inc
WSO
$16.5B
$19.9K ﹤0.01%
59
+2
GPIQ icon
588
Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF
GPIQ
$4.73B
$19.8K ﹤0.01%
+375
ASTS icon
589
AST SpaceMobile
ASTS
$24.1B
$19.8K ﹤0.01%
272
+187
APG icon
590
APi Group
APG
$18.4B
$19.5K ﹤0.01%
510
TTE icon
591
TotalEnergies
TTE
$179B
$19.4K ﹤0.01%
297
+195
FMX icon
592
Fomento Económico Mexicano
FMX
$43.1B
$19.4K ﹤0.01%
192
-3
ULTA icon
593
Ulta Beauty
ULTA
$19.6B
$19.4K ﹤0.01%
32
+8
OTIS icon
594
Otis Worldwide
OTIS
$28.1B
$19.3K ﹤0.01%
221
-118
FNDE icon
595
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$9.52B
$19.3K ﹤0.01%
535
-88
CFG icon
596
Citizens Financial Group
CFG
$28.4B
$19.3K ﹤0.01%
330
+158
SOBO
597
South Bow Corp
SOBO
$7.48B
$19.2K ﹤0.01%
700
NICE icon
598
Nice
NICE
$4.96B
$19.2K ﹤0.01%
170
-7
EOS
599
Eaton Vance Enhance Equity Income Fund II
EOS
$1.18B
$19.2K ﹤0.01%
820
WTRG icon
600
Essential Utilities
WTRG
$10.4B
$19.2K ﹤0.01%
500
22 23
24
25 26