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
EBAY icon
626
eBay
EBAY
$42B
$11.2K ﹤0.01%
150
+22
EWJ icon
627
iShares MSCI Japan ETF
EWJ
$16.8B
$11.1K ﹤0.01%
148
LNG icon
628
Cheniere Energy
LNG
$44.5B
$11K ﹤0.01%
45
+36
CARR icon
629
Carrier Global
CARR
$47.3B
$10.9K ﹤0.01%
149
+51
PRG icon
630
PROG Holdings
PRG
$1.28B
$10.8K ﹤0.01%
369
-72
ARKK icon
631
ARK Innovation ETF
ARKK
$7.35B
$10.8K ﹤0.01%
154
VLTO icon
632
Veralto
VLTO
$25.5B
$10.8K ﹤0.01%
107
+7
FCOM icon
633
Fidelity MSCI Communication Services Index ETF
FCOM
$1.92B
$10.8K ﹤0.01%
166
ARKB icon
634
ARK 21Shares Bitcoin ETF
ARKB
$1.53B
$10.7K ﹤0.01%
300
RDY icon
635
Dr. Reddy's Laboratories
RDY
$10.8B
$10.7K ﹤0.01%
709
+493
LSTR icon
636
Landstar System
LSTR
$5.27B
$10.6K ﹤0.01%
76
-2
HOOD icon
637
Robinhood
HOOD
$97.8B
$10.5K ﹤0.01%
112
+74
AWK icon
638
American Water Works
AWK
$26B
$10.4K ﹤0.01%
75
+19
CHH icon
639
Choice Hotels
CHH
$5B
$10.4K ﹤0.01%
82
SNY icon
640
Sanofi
SNY
$113B
$10.4K ﹤0.01%
215
+54
TTD icon
641
Trade Desk
TTD
$17.2B
$10.4K ﹤0.01%
144
+13
DVN icon
642
Devon Energy
DVN
$22.7B
$10.3K ﹤0.01%
324
+280
CON
643
Concentra Group Holdings
CON
$2.76B
$10.2K ﹤0.01%
495
+47
JEPQ icon
644
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$33.2B
$10.1K ﹤0.01%
186
BAP icon
645
Credicorp
BAP
$25.5B
$10.1K ﹤0.01%
45
PERI icon
646
Perion Network
PERI
$387M
$9.99K ﹤0.01%
984
DVA icon
647
DaVita
DVA
$7.39B
$9.97K ﹤0.01%
70
+30
JKHY icon
648
Jack Henry & Associates
JKHY
$13.8B
$9.91K ﹤0.01%
55
-7
GM icon
649
General Motors
GM
$75.4B
$9.84K ﹤0.01%
200
+49
JEPI icon
650
JPMorgan Equity Premium Income ETF
JEPI
$42.6B
$9.84K ﹤0.01%
173
24 25
26
27 28