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
$703M
AUM Growth
+$65.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,084
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$6.99M
3
+$6.15M
4
SHLD icon
Global X Defense Tech ETF
SHLD
+$5.38M
5
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$4.15M

Top Sells

1
+$8.48M
2
+$8.04M
3
+$6.73M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$3.99M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.7M

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
IGSB icon
726
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$21.7B
$11.2K ﹤0.01%
212
-33,402
WEC icon
727
WEC Energy
WEC
$35.7B
$11.2K ﹤0.01%
98
+81
XYL icon
728
Xylem
XYL
$34.1B
$11.2K ﹤0.01%
76
+63
EVRG icon
729
Evergy
EVRG
$17.5B
$11.2K ﹤0.01%
147
+58
SPOT icon
730
Spotify
SPOT
$105B
$11.2K ﹤0.01%
16
CSGP icon
731
CoStar Group
CSGP
$25.9B
$11.1K ﹤0.01%
131
+117
MYGN icon
732
Myriad Genetics
MYGN
$510M
$11K ﹤0.01%
1,524
URTY icon
733
ProShares UltraPro Russell2000
URTY
$379M
$10.9K ﹤0.01%
205
RDY icon
734
Dr. Reddy's Laboratories
RDY
$11.3B
$10.8K ﹤0.01%
773
+64
IT icon
735
Gartner
IT
$14.6B
$10.8K ﹤0.01%
+41
MLM icon
736
Martin Marietta Materials
MLM
$39.5B
$10.7K ﹤0.01%
17
+15
JEPQ icon
737
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$34.1B
$10.7K ﹤0.01%
186
STNG icon
738
Scorpio Tankers
STNG
$3.3B
$10.6K ﹤0.01%
189
TT icon
739
Trane Technologies
TT
$94.3B
$10.5K ﹤0.01%
25
+4
CON
740
Concentra Group Holdings
CON
$2.84B
$10.4K ﹤0.01%
495
AMP icon
741
Ameriprise Financial
AMP
$48.6B
$10.3K ﹤0.01%
+21
CRS icon
742
Carpenter Technology
CRS
$15.5B
$10.3K ﹤0.01%
42
-5
AWK icon
743
American Water Works
AWK
$24.7B
$10.3K ﹤0.01%
74
-1
IMOS
744
ChipMOS TECHNOLOGIES
IMOS
$1.27B
$10.3K ﹤0.01%
539
+3
KOD icon
745
Kodiak Sciences
KOD
$1.47B
$9.81K ﹤0.01%
599
BTI icon
746
British American Tobacco
BTI
$132B
$9.66K ﹤0.01%
182
CINF icon
747
Cincinnati Financial
CINF
$25.3B
$9.64K ﹤0.01%
+61
CHRD icon
748
Chord Energy
CHRD
$5.49B
$9.64K ﹤0.01%
97
+21
CHTR icon
749
Charter Communications
CHTR
$27B
$9.63K ﹤0.01%
35
+18
MDB icon
750
MongoDB
MDB
$30.3B
$9.62K ﹤0.01%
31
+25
28 29
30
31 32