PWA

Physician Wealth Advisors Portfolio holdings

AUM $719M
1-Year Est. Return 19.48%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.48%
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
VISN
676
Vistance Networks Inc
VISN
$4.28B
$13.9K ﹤0.01%
764
+534
FERG icon
677
Ferguson
FERG
$52.6B
$13.8K ﹤0.01%
62
+6
PSLV icon
678
Sprott Physical Silver Trust
PSLV
$16.4B
$13.8K ﹤0.01%
583
LSTR icon
679
Landstar System
LSTR
$5.99B
$13.8K ﹤0.01%
96
+20
AME icon
680
Ametek
AME
$54.2B
$13.8K ﹤0.01%
67
+4
ARES icon
681
Ares Management
ARES
$26.5B
$13.7K ﹤0.01%
85
+69
IWP icon
682
iShares Russell Mid-Cap Growth ETF
IWP
$19.9B
$13.7K ﹤0.01%
100
-20
NTNX icon
683
Nutanix
NTNX
$10.7B
$13.6K ﹤0.01%
264
+11
SWKS icon
684
Skyworks Solutions
SWKS
$8.88B
$13.6K ﹤0.01%
214
-29
SKM icon
685
SK Telecom
SKM
$14.8B
$13.5K ﹤0.01%
659
+313
MAXJ
686
iShares Large Cap Max Buffer Jun ETF
MAXJ
$149M
$13.5K ﹤0.01%
478
WY icon
687
Weyerhaeuser
WY
$18.4B
$13.3K ﹤0.01%
562
-807
RKLB icon
688
Rocket Lab Corp
RKLB
$50.5B
$13.3K ﹤0.01%
190
+9
AVB icon
689
AvalonBay Communities
AVB
$24.5B
$13.2K ﹤0.01%
73
+35
KEYS icon
690
Keysight
KEYS
$57.6B
$13.2K ﹤0.01%
65
+14
BTI icon
691
British American Tobacco
BTI
$123B
$13.1K ﹤0.01%
231
+49
IYF icon
692
iShares US Financials ETF
IYF
$3.47B
$13K ﹤0.01%
101
PCG icon
693
PG&E
PCG
$38.3B
$12.9K ﹤0.01%
805
+258
DOW icon
694
Dow Inc
DOW
$26.8B
$12.9K ﹤0.01%
553
-337
BAP icon
695
Credicorp
BAP
$26.8B
$12.9K ﹤0.01%
45
IWF icon
696
iShares Russell 1000 Growth ETF
IWF
$124B
$12.8K ﹤0.01%
27
WFG icon
697
West Fraser Timber
WFG
$5.23B
$12.8K ﹤0.01%
209
-343
AJG icon
698
Arthur J. Gallagher & Co
AJG
$57.3B
$12.7K ﹤0.01%
49
-48
ET icon
699
Energy Transfer Partners
ET
$65B
$12.7K ﹤0.01%
768
CNI icon
700
Canadian National Railway
CNI
$68.1B
$12.7K ﹤0.01%
128
+5
26 27
28
29 30