PWA
Physician Wealth Advisors Portfolio holdings
AUM
$637M
1-Year Return
14.15%
This Quarter Return
-0.05%
1 Year Return
+14.15%
3 Year Return
+57.36%
5 Year Return
+87.78%
10 Year Return
–
AUM
$592M
AUM Growth
+$37.6M
(+6.8%)
Cap. Flow
+$33M
Cap. Flow
% of AUM
5.57%
Top 10 Holdings %
Top 10 Hldgs %
48.01%
Holding
1,148
New
964
Increased
67
Reduced
93
Closed
–
Top Buys
| 1 |
Invesco S&P 500 Momentum ETF
SPMO
|
+$5.74M |
| 2 |
VCRM
Vanguard Core Tax-Exempt Bond ETF
VCRM
|
+$3.83M |
| 3 |
iShares MSCI EAFE Growth ETF
EFG
|
+$2.95M |
| 4 |
Dimensional International Core Equity Market ETF
DFAI
|
+$2.09M |
| 5 |
SPDR Gold MiniShares Trust
GLDM
|
+$2.08M |
Top Sells
| 1 |
Schwab US Dividend Equity ETF
SCHD
|
+$5.56M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
+$2.05M |
| 3 |
HealthEquity
HQY
|
+$1.37M |
| 4 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
+$1.32M |
| 5 |
Schwab US Broad Market ETF
SCHB
|
+$1.11M |
Sector Composition
| 1 | Technology | 6.79% |
| 2 | Healthcare | 1.98% |
| 3 | Consumer Discretionary | 1.57% |
| 4 | Financials | 1.53% |
| 5 | Industrials | 0.99% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
751
Philip Morris
PM
$253B
| $4.57K | ﹤0.01% |
+38
| New | +$4.57K |
|
752
PLDT
PHI
$4.19B
| $4.54K | ﹤0.01% |
+205
| New | +$4.54K |
|
753
RenaissanceRe
RNR
$11.3B
| $4.48K | ﹤0.01% |
+18
| New | +$4.48K |
|
754
Warner Bros
WBD
$30.4B
| $4.45K | ﹤0.01% |
+421
| New | +$4.45K |
|
755
Arm
ARM
$149B
| $4.44K | ﹤0.01% |
+36
| New | +$4.44K |
|
756
Paycom
PAYC
$12.6B
| $4.31K | ﹤0.01% |
+21
| New | +$4.31K |
|
757
Avantis International Equity ETF
AVDE
$8.91B
| $4.3K | ﹤0.01% |
+70
| New | +$4.3K |
|
758
Enbridge
ENB
$105B
| $4.24K | ﹤0.01% |
+100
| New | +$4.24K |
|
759
Zoom
ZM
$25.6B
| $4.16K | ﹤0.01% |
+51
| New | +$4.16K |
|
760
Ares Capital
ARCC
$15.7B
| $4.16K | ﹤0.01% |
+190
| New | +$4.16K |
|
761
abrdn Physical Platinum Shares ETF
PPLT
$1.61B
| $4.15K | ﹤0.01% |
+50
| New | +$4.15K |
|
762
Schwab US Aggregate Bond ETF
SCHZ
$8.99B
| $4.09K | ﹤0.01% |
+180
| New | +$4.09K |
|
|
JOYY
763
JOYY Inc. American Depositary Shares
JOYY
$3.27B
| $4.06K | ﹤0.01% |
+97
| New | +$4.06K |
|
764
Stanley Black & Decker
SWK
$12.1B
| $4.02K | ﹤0.01% |
+50
| New | +$4.02K |
|
765
Fidelity MSCI Health Care Index ETF
FHLC
$2.49B
| $3.99K | ﹤0.01% |
+61
| New | +$3.99K |
|
|
PDS
766
Precision Drilling
PDS
$747M
| $3.85K | ﹤0.01% |
+63
| New | +$3.85K |
|
767
Renaissance IPO ETF
IPO
$180M
| $3.84K | ﹤0.01% |
+88
| New | +$3.84K |
|
768
Galapagos
GLPG
$2.21B
| $3.82K | ﹤0.01% |
+139
| New | +$3.82K |
|
769
DuPont de Nemours
DD
$32.6B
| $3.81K | ﹤0.01% |
+50
| New | +$3.81K |
|
770
Invesco S&P 500 Equal Weight Health Care ETF
RSPH
$710M
| $3.81K | ﹤0.01% |
+130
| New | +$3.81K |
|
771
Ryanair
RYAAY
$31.7B
| $3.79K | ﹤0.01% |
+87
| New | +$3.79K |
|
772
FMC
FMC
$4.73B
| $3.79K | ﹤0.01% |
+78
| New | +$3.79K |
|
773
BlackBerry
BB
$2.23B
| $3.78K | ﹤0.01% |
+1,000
| New | +$3.78K |
|
774
Charter Communications
CHTR
$36B
| $3.77K | ﹤0.01% |
+11
| New | +$3.77K |
|
775
Telkom Indonesia
TLK
$19B
| $3.75K | ﹤0.01% |
+228
| New | +$3.75K |
|