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 | |
|---|---|---|---|---|---|---|
776
Vodafone
VOD
$28.6B
| $3.72K | ﹤0.01% |
+438
| New | +$3.72K |
|
|
EXK
777
Endeavour Silver
EXK
$1.71B
| $3.66K | ﹤0.01% |
+1,000
| New | +$3.66K |
|
778
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
$1.89B
| $3.61K | ﹤0.01% |
+37
| New | +$3.61K |
|
|
BORR
779
Borr Drilling
BORR
$870M
| $3.59K | ﹤0.01% |
+921
| New | +$3.59K |
|
780
CureVac
CVAC
$1.21B
| $3.49K | ﹤0.01% |
+1,022
| New | +$3.49K |
|
781
Graphic Packaging
GPK
$6.08B
| $3.48K | ﹤0.01% |
+128
| New | +$3.48K |
|
782
Iron Mountain
IRM
$28.6B
| $3.4K | ﹤0.01% |
+32
| New | +$3.4K |
|
783
United Airlines
UAL
$34.2B
| $3.4K | ﹤0.01% |
+35
| New | +$3.4K |
|
784
Pinduoduo
PDD
$179B
| $3.4K | ﹤0.01% |
+35
| New | +$3.4K |
|
785
iShares MSCI United Kingdom ETF
EWU
$2.92B
| $3.39K | ﹤0.01% |
+100
| New | +$3.39K |
|
786
STAG Industrial
STAG
$6.75B
| $3.38K | ﹤0.01% |
+100
| New | +$3.38K |
|
787
JD.com
JD
$48B
| $3.38K | ﹤0.01% |
+97
| New | +$3.38K |
|
788
Viatris
VTRS
$12.2B
| $3.35K | ﹤0.01% |
+269
| New | +$3.35K |
|
789
Genmab
GMAB
$17.1B
| $3.34K | ﹤0.01% |
+160
| New | +$3.34K |
|
790
Nu Skin
NUS
$574M
| $3.33K | ﹤0.01% |
+483
| New | +$3.33K |
|
791
Vanguard Total International Stock ETF
VXUS
$103B
| $3.3K | ﹤0.01% |
+56
| New | +$3.3K |
|
792
ReNew
RNW
$2.78B
| $3.27K | ﹤0.01% |
+479
| New | +$3.27K |
|
793
Tenaris
TS
$18.3B
| $3.25K | ﹤0.01% |
+86
| New | +$3.25K |
|
|
LND
794
BrasilAgro
LND
$391M
| $3.23K | ﹤0.01% |
+894
| New | +$3.23K |
|
795
iShares MSCI South Korea ETF
EWY
$5.32B
| $3.21K | ﹤0.01% |
+63
| New | +$3.21K |
|
796
Turkcell
TKC
$4.78B
| $3.16K | ﹤0.01% |
+486
| New | +$3.16K |
|
797
iShares MSCI Indonesia ETF
EIDO
$317M
| $3.16K | ﹤0.01% |
+171
| New | +$3.16K |
|
798
Akamai
AKAM
$11.2B
| $3.16K | ﹤0.01% |
+33
| New | +$3.16K |
|
799
Datadog
DDOG
$49B
| $3.09K | ﹤0.01% |
+22
| New | +$3.09K |
|
800
Highwoods Properties
HIW
$3.44B
| $3.06K | ﹤0.01% |
+100
| New | +$3.06K |
|