PWA

Physician Wealth Advisors Portfolio holdings

AUM $719M
1-Year Est. Return 19.48%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$719M
AUM Growth
+$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,181
New
Increased
Reduced
Closed

Top Buys

1
+$9.13M
2
+$5.12M
3
+$4.48M
4
VCRM
Vanguard Core Tax-Exempt Bond ETF
VCRM
+$1.15M
5
BAI
iShares A.I. Innovation and Tech Active ETF
BAI
+$999K

Top Sells

1
+$11.4M
2
+$4.55M
3
+$1.8M
4
UNP icon
Union Pacific
UNP
+$1.29M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$1.08M

Sector Composition

1 Technology 6.33%
2 Financials 1.69%
3 Healthcare 1.66%
4 Consumer Discretionary 1.44%
5 Communication Services 0.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BK icon
801
Bank of New York Mellon
BK
$92.9B
$9.17K ﹤0.01%
79
-86
ONEQ icon
802
Fidelity Nasdaq Composite Index ETF
ONEQ
$9.74B
$9.14K ﹤0.01%
100
IP icon
803
International Paper
IP
$19.5B
$9.14K ﹤0.01%
232
+106
CRGY icon
804
Crescent Energy
CRGY
$3.93B
$9.13K ﹤0.01%
1,088
+773
VDC icon
805
Vanguard Consumer Staples ETF
VDC
$7.96B
$9.08K ﹤0.01%
43
FXZ icon
806
First Trust Materials AlphaDEX Fund
FXZ
$380M
$9.01K ﹤0.01%
139
WIT icon
807
Wipro
WIT
$22.4B
$8.97K ﹤0.01%
3,159
+274
CMF icon
808
iShares California Muni Bond ETF
CMF
$4.23B
$8.96K ﹤0.01%
156
IBUY icon
809
Amplify Online Retail ETF
IBUY
$124M
$8.94K ﹤0.01%
120
SIZE icon
810
iShares MSCI USA Size Factor ETF
SIZE
$409M
$8.94K ﹤0.01%
55
CLOU icon
811
Global X Cloud Computing ETF
CLOU
$210M
$8.94K ﹤0.01%
395
LYB icon
812
LyondellBasell Industries
LYB
$22.1B
$8.83K ﹤0.01%
204
+181
CON
813
Concentra Group Holdings
CON
$2.94B
$8.82K ﹤0.01%
448
-47
HEFA icon
814
iShares Currency Hedged MSCI EAFE ETF
HEFA
$7.21B
$8.81K ﹤0.01%
213
CSW
815
CSW Industrials
CSW
$4.9B
$8.81K ﹤0.01%
30
TEVA icon
816
Teva Pharmaceuticals
TEVA
$37.3B
$8.8K ﹤0.01%
282
+18
DTH icon
817
WisdomTree International High Dividend Fund
DTH
$688M
$8.77K ﹤0.01%
170
ARKB icon
818
ARK 21Shares Bitcoin ETF
ARKB
$1.22B
$8.71K ﹤0.01%
300
ASAN icon
819
Asana
ASAN
$1.5B
$8.69K ﹤0.01%
+634
RMD icon
820
ResMed
RMD
$32.9B
$8.67K ﹤0.01%
36
-26
THO icon
821
Thor Industries
THO
$4.27B
$8.63K ﹤0.01%
84
ES icon
822
Eversource Energy
ES
$25.7B
$8.55K ﹤0.01%
127
-58
DRGN
823
Themes China Generative Artificial Intelligence ETF
DRGN
$25.2M
$8.53K ﹤0.01%
+262
IX icon
824
ORIX
IX
$35B
$8.47K ﹤0.01%
290
ICL icon
825
ICL Group
ICL
$6.72B
$8.44K ﹤0.01%
1,478
+181
31 32
33
34 35