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PWA
Physician Wealth Advisors Portfolio holdings
AUM
$837M
1-Year Est. Return
26%
This Fund
S&P 500
This Quarter
Est. Return
-0.05%
1 Year Est. Return
+26%
3 Year Est. Return
+71.31%
5 Year Est. Return
+72.25%
10 Year Est. Return
–
AUM
$592M
AUM Growth
+$37.6M
(+6.8%)
Cap. Flow
+$33.8M
Cap. Flow
% of AUM
5.72%
Top 10 Holdings %
Top 10 Hldgs %
48.01%
Holding
1,148
New
963
Increased
67
Reduced
93
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Invesco S&P 500 Momentum ETF
SPMO
|
+$5.72M |
| 2 |
VCRM
Vanguard Core Tax-Exempt Bond ETF
VCRM
|
+$3.87M |
| 3 |
iShares MSCI EAFE Growth ETF
EFG
|
+$3.09M |
| 4 |
DFAI
Dimensional International Core Equity Market ETF
DFAI
|
+$2.17M |
| 5 |
SPDR Gold MiniShares Trust
GLDM
|
+$2.11M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Schwab US Dividend Equity ETF
SCHD
|
+$5.79M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
+$2.06M |
| 3 |
HealthEquity
HQY
|
+$1.33M |
| 4 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
+$1.33M |
| 5 |
Schwab US Broad Market ETF
SCHB
|
+$1.12M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 6.79% |
| 2 | Healthcare | 1.99% |
| 3 | Consumer Discretionary | 1.57% |
| 4 | Financials | 1.53% |
| 5 | Industrials | 0.99% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
776
Vodafone
VOD
$35.9B
| $3.72K | ﹤0.01% |
+438
| New | +$3.99K |
|
|
EXK
777
Endeavour Silver
EXK
$2.29B
| $3.66K | ﹤0.01% |
+1,000
| New | +$4.42K |
|
778
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
$1.72B
| $3.61K | ﹤0.01% |
+37
| New | +$3.47K |
|
|
BORR
779
Borr Drilling
BORR
$1.21B
| $3.59K | ﹤0.01% |
+921
| New | +$3.93K |
|
|
CVAC
780
DELISTED
CureVac
CVAC
| $3.49K | ﹤0.01% |
+1,022
| New | +$2.95K |
|
781
Graphic Packaging
GPK
$3.36B
| $3.48K | ﹤0.01% |
+128
| New | +$3.7K |
|
782
Iron Mountain
IRM
$36.9B
| $3.4K | ﹤0.01% |
+32
| New | +$3.76K |
|
783
United Airlines
UAL
$41.7B
| $3.4K | ﹤0.01% |
+35
| New | +$2.96K |
|
784
Pinduoduo
PDD
$128B
| $3.4K | ﹤0.01% |
+35
| New | +$4.07K |
|
785
iShares MSCI United Kingdom ETF
EWU
$4.13B
| $3.39K | ﹤0.01% |
+100
| New | +$3.56K |
|
786
STAG Industrial
STAG
$7.44B
| $3.38K | ﹤0.01% |
+100
| New | +$3.66K |
|
787
JD.com
JD
$44.6B
| $3.38K | ﹤0.01% |
+97
| New | +$3.75K |
|
788
Viatris
VTRS
$20.5B
| $3.35K | ﹤0.01% |
+269
| New | +$3.31K |
|
789
Genmab
GMAB
$17.6B
| $3.34K | ﹤0.01% |
+160
| New | +$3.52K |
|
790
Nu Skin
NUS
$251M
| $3.33K | ﹤0.01% |
+483
| New | +$3.32K |
|
791
Vanguard Total International Stock ETF
VXUS
$156B
| $3.3K | ﹤0.01% |
+56
| New | +$3.47K |
|
792
ReNew
RNW
$2.29B
| $3.27K | ﹤0.01% |
+479
| New | +$2.91K |
|
793
Tenaris
TS
$28.9B
| $3.25K | ﹤0.01% |
+86
| New | +$3.05K |
|
|
LND
794
BrasilAgro
LND
$366M
| $3.23K | ﹤0.01% |
+894
| New | +$3.68K |
|
795
iShares MSCI South Korea ETF
EWY
$23.3B
| $3.21K | ﹤0.01% |
+63
| New | +$3.67K |
|
796
Turkcell
TKC
$4.81B
| $3.16K | ﹤0.01% |
+486
| New | +$3.16K |
|
797
iShares MSCI Indonesia ETF
EIDO
$484M
| $3.16K | ﹤0.01% |
+171
| New | +$3.53K |
|
798
Akamai
AKAM
$17.1B
| $3.16K | ﹤0.01% |
+33
| New | +$3.24K |
|
799
Datadog
DDOG
$97.4B
| $3.09K | ﹤0.01% |
+22
| New | +$3.02K |
|
800
Highwoods Properties
HIW
$3.67B
| $3.06K | ﹤0.01% |
+100
| New | +$3.26K |
|
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Physician Wealth Advisors's Q4 2024 Portfolio in Review
As of Q4 2024, Physician Wealth Advisors held 1,148 positions worth $592M, up 6.8% from $554M the previous quarter. Its ten largest holdings account for 48% of the portfolio.
Physician Wealth Advisors deployed $33.8M of net new capital in Q4 2024, opening 963 new positions and adding to 67 existing holdings. Its largest new stake was Invesco S&P 500 Momentum ETF: 60,379 shares worth $5.74M.
By sector, the portfolio is most concentrated in Technology at 6.8% of assets, up from 6.6% a quarter earlier, followed by Healthcare and Consumer Discretionary.
On the sell side, the largest reduction was Schwab US Dividend Equity ETF, an estimated $5.79M trimmed.
- Physician Wealth Advisors's largest Q4 2024 buy was Invesco S&P 500 Momentum ETF: 60,379 shares worth $5.74M.
- Physician Wealth Advisors added most to iShares MSCI EAFE Growth ETF in Q4 2024, an estimated $3.09M increase.
- Physician Wealth Advisors's biggest Q4 2024 reduction was Schwab US Dividend Equity ETF, cutting an estimated $5.79M.
- Physician Wealth Advisors's ten largest holdings make up 48% of its $592M portfolio in Q4 2024.
- Physician Wealth Advisors opened 963 new positions and closed 0 in Q4 2024.
- Physician Wealth Advisors's portfolio value rose 6.8% quarter-over-quarter to $592M.
Based on Physician Wealth Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.