PWA

Physician Wealth Advisors Portfolio holdings

AUM $703M
1-Year Est. Return 16.55%
This Quarter Est. Return
1 Year Est. Return
+16.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$637M
AUM Growth
+$55.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,017
New
Increased
Reduced
Closed

Top Buys

1
+$9.54M
2
+$8.7M
3
+$7.95M
4
BAI
iShares A.I. Innovation and Tech Active ETF
BAI
+$3.9M
5
XLG icon
Invesco S&P 500 Top 50 ETF
XLG
+$3.36M

Top Sells

1
+$20.5M
2
+$7.68M
3
+$3.75M
4
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$3.22M
5
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$1.56M

Sector Composition

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
KLAC icon
776
KLA
KLAC
$149B
$5.38K ﹤0.01%
6
+4
PHI icon
777
PLDT
PHI
$4.51B
$5.38K ﹤0.01%
247
+63
HASI icon
778
Hannon Armstrong Sustainable Infrastructure Capital
HASI
$4.24B
$5.37K ﹤0.01%
200
LRCX icon
779
Lam Research
LRCX
$186B
$5.35K ﹤0.01%
55
+27
BHF icon
780
Brighthouse Financial
BHF
$3.76B
$5.32K ﹤0.01%
99
+79
MKC icon
781
McCormick & Company Non-Voting
MKC
$17.5B
$5.31K ﹤0.01%
70
-8
SHV icon
782
iShares Short Treasury Bond ETF
SHV
$20.7B
$5.3K ﹤0.01%
48
TPL icon
783
Texas Pacific Land
TPL
$23.5B
$5.28K ﹤0.01%
5
+2
BIIB icon
784
Biogen
BIIB
$24.6B
$5.28K ﹤0.01%
42
-2
UHS icon
785
Universal Health Services
UHS
$14.1B
$5.25K ﹤0.01%
29
+21
UNM icon
786
Unum
UNM
$12.9B
$5.25K ﹤0.01%
65
+55
INFY icon
787
Infosys
INFY
$69B
$5.21K ﹤0.01%
281
-371
AVDE icon
788
Avantis International Equity ETF
AVDE
$9.73B
$5.18K ﹤0.01%
70
OBDC icon
789
Blue Owl Capital
OBDC
$6.08B
$5.15K ﹤0.01%
359
LCTD icon
790
BlackRock World ex US Carbon Transition Readiness ETF
LCTD
$252M
$5.14K ﹤0.01%
101
-6
CCI icon
791
Crown Castle
CCI
$39.9B
$5.14K ﹤0.01%
50
+33
MO icon
792
Altria Group
MO
$97.7B
$5.1K ﹤0.01%
+87
GIL icon
793
Gildan
GIL
$8.74B
$5.09K ﹤0.01%
103
ZM icon
794
Zoom
ZM
$25.2B
$5.07K ﹤0.01%
65
+14
BALL icon
795
Ball Corp
BALL
$12.8B
$5.05K ﹤0.01%
90
JD icon
796
JD.com
JD
$41.6B
$5.05K ﹤0.01%
155
+81
RYAAY icon
797
Ryanair
RYAAY
$33.2B
$5.02K ﹤0.01%
87
GH icon
798
Guardant Health
GH
$12.3B
$5K ﹤0.01%
96
+45
DB icon
799
Deutsche Bank
DB
$71.1B
$4.98K ﹤0.01%
170
+91
MTDR icon
800
Matador Resources
MTDR
$5.15B
$4.96K ﹤0.01%
104
-6
30 31
32
33 34