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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
+10.13%
1 Year Est. Return
+26%
3 Year Est. Return
+71.31%
5 Year Est. Return
+72.25%
10 Year Est. Return
–
AUM
$637M
AUM Growth
+$55.9M
(+9.6%)
Cap. Flow
+$1.51M
Cap. Flow
% of AUM
0.24%
Top 10 Holdings %
Top 10 Hldgs %
44.96%
Holding
2,017
New
582
Increased
593
Reduced
242
Closed
217
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
THRO
iShares U.S. Thematic Rotation Active ETF
THRO
|
+$8.83M |
| 2 |
iShares MSCI EAFE Value ETF
EFV
|
+$8.39M |
| 3 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$7.39M |
| 4 |
BAI
iShares A.I. Innovation and Tech Active ETF
BAI
|
+$3.31M |
| 5 |
Invesco S&P 500 Top 50 ETF
XLG
|
+$3.07M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$19M |
| 2 |
iShares MSCI Emerging Markets ex China ETF
EMXC
|
+$7.08M |
| 3 |
iShares S&P 500 Growth ETF
IVW
|
+$3.37M |
| 4 |
iShares Currency Hedged MSCI EAFE ETF
HEFA
|
+$3.1M |
| 5 |
SPDR Gold MiniShares Trust
GLDM
|
+$1.55M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 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 | |
|---|---|---|---|---|---|---|
776
KLA
KLAC
$255B
| $5.38K | ﹤0.01% |
60
+40
| +200% | +$3.01K |
|
777
PLDT
PHI
$4.26B
| $5.38K | ﹤0.01% |
247
+63
| +34% | +$1.42K |
|
778
Hannon Armstrong Sustainable Infrastructure Capital
HASI
$4.97B
| $5.37K | ﹤0.01% |
200
| – | – |
|
779
Lam Research
LRCX
$398B
| $5.35K | ﹤0.01% |
55
+27
| +96% | +$2.14K |
|
780
Brighthouse Financial
BHF
$3.6B
| $5.32K | ﹤0.01% |
99
+79
| +395% | +$4.44K |
|
781
McCormick & Company Non-Voting
MKC
$14B
| $5.31K | ﹤0.01% |
70
-8
| -10% | -$599 |
|
782
iShares 0-1 Year Treasury Bond ETF
SHV
$20.6B
| $5.3K | ﹤0.01% |
48
| – | – |
|
783
Texas Pacific Land
TPL
$27.3B
| $5.28K | ﹤0.01% |
15
+6
| +67% | +$2.45K |
|
784
Biogen
BIIB
$30.8B
| $5.28K | ﹤0.01% |
42
-2
| -5% | -$249 |
|
785
Universal Health Services
UHS
$10.2B
| $5.25K | ﹤0.01% |
29
+21
| +263% | +$3.79K |
|
786
Unum
UNM
$14.5B
| $5.25K | ﹤0.01% |
65
+55
| +550% | +$4.34K |
|
787
Infosys
INFY
$51B
| $5.21K | ﹤0.01% |
281
-371
| -57% | -$6.63K |
|
788
Avantis International Equity ETF
AVDE
$18.4B
| $5.18K | ﹤0.01% |
70
| – | – |
|
789
Blue Owl Capital
OBDC
$5.56B
| $5.15K | ﹤0.01% |
359
| – | – |
|
790
iShares World ex U.S. Carbon Transition Readiness Aware Active ETF
LCTD
$291M
| $5.14K | ﹤0.01% |
101
-6
| -6% | -$291 |
|
791
Crown Castle
CCI
$33.9B
| $5.14K | ﹤0.01% |
50
+33
| +194% | +$3.34K |
|
792
Altria Group
MO
$114B
| $5.1K | ﹤0.01% |
+87
| New | +$5.11K |
|
793
Gildan
GIL
$10.5B
| $5.09K | ﹤0.01% |
103
| – | – |
|
794
Zoom
ZM
$29.9B
| $5.07K | ﹤0.01% |
65
+14
| +27% | +$1.08K |
|
795
Ball Corp
BALL
$17B
| $5.05K | ﹤0.01% |
90
| – | – |
|
796
JD.com
JD
$44.5B
| $5.05K | ﹤0.01% |
155
+81
| +109% | +$2.76K |
|
797
Ryanair
RYAAY
$31.2B
| $5.02K | ﹤0.01% |
87
| – | – |
|
798
Guardant Health
GH
$21.4B
| $5K | ﹤0.01% |
96
+45
| +88% | +$2.01K |
|
799
Deutsche Bank
DB
$70.4B
| $4.98K | ﹤0.01% |
170
+91
| +115% | +$2.4K |
|
800
Matador Resources
MTDR
$6.06B
| $4.96K | ﹤0.01% |
104
-6
| -5% | -$265 |
|
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Physician Wealth Advisors's Q2 2025 Portfolio in Review
As of Q2 2025, Physician Wealth Advisors held 2,017 positions worth $637M, up 9.6% from $581M the previous quarter. Its ten largest holdings account for 45% of the portfolio.
Physician Wealth Advisors's Q2 2025 filing shows 582 new, 593 increased, 242 reduced and 217 closed positions. Its largest new stake was iShares U.S. Thematic Rotation Active ETF: 268,198 shares worth $9.54M. The largest sale was State Street SPDR Portfolio S&P 500 ETF, an estimated $19M.
By sector, the portfolio is most concentrated in Technology at 6.4% of assets, up from 6.1% a quarter earlier, followed by Healthcare and Financials.
- Physician Wealth Advisors's largest Q2 2025 buy was iShares U.S. Thematic Rotation Active ETF: 268,198 shares worth $9.54M.
- Physician Wealth Advisors added most to iShares MSCI EAFE Value ETF in Q2 2025, an estimated $8.39M increase.
- Physician Wealth Advisors's biggest Q2 2025 reduction was State Street SPDR Portfolio S&P 500 ETF, cutting an estimated $19M.
- Physician Wealth Advisors fully exited Invesco S&P 500 Equal Weight ETF in Q2 2025, selling an estimated $126K.
- Physician Wealth Advisors's ten largest holdings make up 45% of its $637M portfolio in Q2 2025.
- Physician Wealth Advisors opened 582 new positions and closed 217 in Q2 2025.
- Physician Wealth Advisors's portfolio value rose 9.6% quarter-over-quarter to $637M.
Based on Physician Wealth Advisors's 13F filing for Q2 2025, filed 14 Jul 2025.