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
ESS icon
726
Essex Property Trust
ESS
$16.4B
$6.8K ﹤0.01%
24
+4
HII icon
727
Huntington Ingalls Industries
HII
$12.3B
$6.76K ﹤0.01%
28
+22
JOYY
728
JOYY Inc
JOYY
$3.01B
$6.72K ﹤0.01%
132
+35
IRM icon
729
Iron Mountain
IRM
$27B
$6.7K ﹤0.01%
65
+33
IP icon
730
International Paper
IP
$19.7B
$6.65K ﹤0.01%
142
+8
OXY icon
731
Occidental Petroleum
OXY
$42.1B
$6.64K ﹤0.01%
+158
ARGX icon
732
argenx
ARGX
$55.9B
$6.62K ﹤0.01%
12
+2
DD icon
733
DuPont de Nemours
DD
$16.6B
$6.58K ﹤0.01%
96
+33
TEF icon
734
Telefonica
TEF
$24.2B
$6.56K ﹤0.01%
1,254
-220
SCHO icon
735
Schwab Short-Term US Treasury ETF
SCHO
$11.2B
$6.53K ﹤0.01%
268
IX icon
736
ORIX
IX
$29.2B
$6.53K ﹤0.01%
290
FXU icon
737
First Trust Utilities AlphaDEX Fund
FXU
$1.78B
$6.53K ﹤0.01%
154
IYH icon
738
iShares US Healthcare ETF
IYH
$3.07B
$6.5K ﹤0.01%
115
VRP icon
739
Invesco Variable Rate Preferred ETF
VRP
$2.22B
$6.48K ﹤0.01%
+265
ZBRA icon
740
Zebra Technologies
ZBRA
$12.2B
$6.48K ﹤0.01%
21
+3
UAL icon
741
United Airlines
UAL
$30.8B
$6.45K ﹤0.01%
81
+19
IXC icon
742
iShares Global Energy ETF
IXC
$1.95B
$6.4K ﹤0.01%
163
+17
WBD icon
743
Warner Bros
WBD
$57.1B
$6.38K ﹤0.01%
557
+43
BBY icon
744
Best Buy
BBY
$15.9B
$6.38K ﹤0.01%
95
+20
PBA icon
745
Pembina Pipeline
PBA
$22.5B
$6.38K ﹤0.01%
170
VOD icon
746
Vodafone
VOD
$29.4B
$6.37K ﹤0.01%
597
-47
ES icon
747
Eversource Energy
ES
$27.5B
$6.36K ﹤0.01%
+100
IEO icon
748
iShares US Oil & Gas Exploration & Production ETF
IEO
$478M
$6.29K ﹤0.01%
71
RKLB icon
749
Rocket Lab Corp
RKLB
$24.3B
$6.26K ﹤0.01%
175
+121
HMC icon
750
Honda
HMC
$39B
$6.26K ﹤0.01%
217
+56