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
$703M
AUM Growth
+$65.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,084
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$6.99M
3
+$6.15M
4
SHLD icon
Global X Defense Tech ETF
SHLD
+$5.38M
5
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$4.15M

Top Sells

1
+$8.48M
2
+$8.04M
3
+$6.73M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$3.99M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.7M

Sector Composition

1 Technology 7.4%
2 Financials 1.77%
3 Healthcare 1.75%
4 Consumer Discretionary 1.51%
5 Industrials 1.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LNG icon
801
Cheniere Energy
LNG
$45.3B
$8.22K ﹤0.01%
35
-10
TROW icon
802
T. Rowe Price
TROW
$22.2B
$8.21K ﹤0.01%
+80
IBB icon
803
iShares Biotechnology ETF
IBB
$8.65B
$8.2K ﹤0.01%
57
-14
PHM icon
804
Pultegroup
PHM
$24.8B
$8.19K ﹤0.01%
+62
SBAC icon
805
SBA Communications
SBAC
$20.1B
$8.12K ﹤0.01%
42
+8
ICL icon
806
ICL Group
ICL
$7.19B
$8.07K ﹤0.01%
1,297
NVR icon
807
NVR
NVR
$20.5B
$8.04K ﹤0.01%
+1
UPBD icon
808
Upbound Group
UPBD
$1.05B
$7.99K ﹤0.01%
338
SEM icon
809
Select Medical
SEM
$1.9B
$7.9K ﹤0.01%
615
-303
HDV icon
810
iShares Core High Dividend ETF
HDV
$11.7B
$7.84K ﹤0.01%
64
HOLX icon
811
Hologic
HOLX
$16.7B
$7.69K ﹤0.01%
114
+48
SNA icon
812
Snap-on
SNA
$17.6B
$7.62K ﹤0.01%
+22
CP icon
813
Canadian Pacific Kansas City
CP
$65.2B
$7.6K ﹤0.01%
102
WIT icon
814
Wipro
WIT
$28.5B
$7.59K ﹤0.01%
2,885
-54
IX icon
815
ORIX
IX
$30.3B
$7.58K ﹤0.01%
290
NUS icon
816
Nu Skin
NUS
$474M
$7.57K ﹤0.01%
621
RLJ.PRA icon
817
RLJ Lodging Trust $1.95 Series A Preferred Stock
RLJ.PRA
$321M
$7.57K ﹤0.01%
300
TSCO icon
818
Tractor Supply
TSCO
$28.4B
$7.56K ﹤0.01%
133
+123
TW icon
819
Tradeweb Markets
TW
$22.8B
$7.55K ﹤0.01%
68
+65
SKM icon
820
SK Telecom
SKM
$7.76B
$7.47K ﹤0.01%
346
+177
EFX icon
821
Equifax
EFX
$25.6B
$7.44K ﹤0.01%
29
+18
FIX icon
822
Comfort Systems
FIX
$33.9B
$7.43K ﹤0.01%
9
+2
BIIB icon
823
Biogen
BIIB
$26.1B
$7.42K ﹤0.01%
53
+11
PDD icon
824
Pinduoduo
PDD
$168B
$7.4K ﹤0.01%
56
+4
ARGX icon
825
argenx
ARGX
$55.1B
$7.38K ﹤0.01%
10
-2
31 32
33
34 35