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
SRE icon
601
Sempra
SRE
$60.4B
$17.8K ﹤0.01%
198
+152
CMG icon
602
Chipotle Mexican Grill
CMG
$52.8B
$17.8K ﹤0.01%
453
-437
PAYX icon
603
Paychex
PAYX
$39.9B
$17.7K ﹤0.01%
140
+124
GLW icon
604
Corning
GLW
$80.8B
$17.6K ﹤0.01%
215
+159
DXCM icon
605
DexCom
DXCM
$27.1B
$17.6K ﹤0.01%
261
+239
APG icon
606
APi Group
APG
$18.5B
$17.5K ﹤0.01%
510
RF icon
607
Regions Financial
RF
$24.4B
$17.5K ﹤0.01%
662
+332
MTB icon
608
M&T Bank
MTB
$32.6B
$17.4K ﹤0.01%
88
+11
RLI icon
609
RLI Corp
RLI
$5.45B
$17.3K ﹤0.01%
266
FROG icon
610
JFrog
FROG
$6.73B
$17.3K ﹤0.01%
366
XLY icon
611
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$24.4B
$17.2K ﹤0.01%
144
VRSK icon
612
Verisk Analytics
VRSK
$30.7B
$17.1K ﹤0.01%
68
+61
IWP icon
613
iShares Russell Mid-Cap Growth ETF
IWP
$21.1B
$17.1K ﹤0.01%
120
ZM icon
614
Zoom
ZM
$24B
$17.1K ﹤0.01%
207
+142
LAMR icon
615
Lamar Advertising Co
LAMR
$13.4B
$17K ﹤0.01%
139
+10
RMD icon
616
ResMed
RMD
$37.6B
$17K ﹤0.01%
62
+52
MSI icon
617
Motorola Solutions
MSI
$66.7B
$16.9K ﹤0.01%
37
+27
TCOM icon
618
Trip.com Group
TCOM
$40.4B
$16.9K ﹤0.01%
225
COR icon
619
Cencora
COR
$68.8B
$16.9K ﹤0.01%
54
+39
TD icon
620
Toronto Dominion Bank
TD
$158B
$16.9K ﹤0.01%
211
NWSA icon
621
News Corp Class A
NWSA
$14.6B
$16.9K ﹤0.01%
+549
VXUS icon
622
Vanguard Total International Stock ETF
VXUS
$126B
$16.8K ﹤0.01%
229
+20
PBW icon
623
Invesco WilderHill Clean Energy ETF
PBW
$761M
$16.8K ﹤0.01%
582
-154
ROK icon
624
Rockwell Automation
ROK
$46.7B
$16.8K ﹤0.01%
48
+41
XEL icon
625
Xcel Energy
XEL
$44.7B
$16.7K ﹤0.01%
207
+142