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 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
IXG icon
651
iShares Global Financials ETF
IXG
$652M
$9.79K ﹤0.01%
88
+28
IMOS
652
ChipMOS TECHNOLOGIES
IMOS
$1.48B
$9.71K ﹤0.01%
536
+470
EIX icon
653
Edison International
EIX
$24B
$9.7K ﹤0.01%
188
+152
REMG
654
Russell Investments Emerging Markets Equity ETF
REMG
$78.2M
$9.61K ﹤0.01%
+372
VRT icon
655
Vertiv
VRT
$67.6B
$9.61K ﹤0.01%
75
+21
MU icon
656
Micron Technology
MU
$408B
$9.24K ﹤0.01%
75
+50
CLOU icon
657
Global X Cloud Computing ETF
CLOU
$249M
$9.22K ﹤0.01%
395
TT icon
658
Trane Technologies
TT
$86.4B
$9.19K ﹤0.01%
21
+9
TU icon
659
Telus
TU
$21B
$9.14K ﹤0.01%
569
+69
GIS icon
660
General Mills
GIS
$23.7B
$9.12K ﹤0.01%
176
+5
BHP icon
661
BHP
BHP
$165B
$8.99K ﹤0.01%
187
+133
IBB icon
662
iShares Biotechnology ETF
IBB
$8.51B
$8.95K ﹤0.01%
71
ICL icon
663
ICL Group
ICL
$6.88B
$8.92K ﹤0.01%
1,297
WIT icon
664
Wipro
WIT
$28.8B
$8.88K ﹤0.01%
2,939
+1,198
IWD icon
665
iShares Russell 1000 Value ETF
IWD
$71.6B
$8.86K ﹤0.01%
46
+1
APA icon
666
APA Corp
APA
$9.14B
$8.74K ﹤0.01%
478
+428
DRI icon
667
Darden Restaurants
DRI
$24.7B
$8.72K ﹤0.01%
40
CMF icon
668
iShares California Muni Bond ETF
CMF
$3.86B
$8.7K ﹤0.01%
156
EXC icon
669
Exelon
EXC
$45.1B
$8.64K ﹤0.01%
+199
BTI icon
670
British American Tobacco
BTI
$126B
$8.62K ﹤0.01%
182
+38
CSW
671
CSW Industrials
CSW
$5.52B
$8.61K ﹤0.01%
30
SIZE icon
672
iShares MSCI USA Size Factor ETF
SIZE
$402M
$8.49K ﹤0.01%
55
UPBD icon
673
Upbound Group
UPBD
$1.17B
$8.48K ﹤0.01%
338
BME icon
674
BlackRock Health Sciences Trust
BME
$539M
$8.46K ﹤0.01%
232
FTNT icon
675
Fortinet
FTNT
$56.1B
$8.35K ﹤0.01%
+79