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
MTD icon
826
Mettler-Toledo International
MTD
$29.8B
$7.37K ﹤0.01%
6
+5
AVB icon
827
AvalonBay Communities
AVB
$25.8B
$7.34K ﹤0.01%
38
+25
CNC icon
828
Centene
CNC
$22.5B
$7.32K ﹤0.01%
205
+133
BMO icon
829
Bank of Montreal
BMO
$96.7B
$7.29K ﹤0.01%
56
CSW
830
CSW Industrials
CSW
$5.52B
$7.28K ﹤0.01%
30
IRM icon
831
Iron Mountain
IRM
$28.4B
$7.27K ﹤0.01%
71
+6
AZTA icon
832
Azenta
AZTA
$1.84B
$7.24K ﹤0.01%
252
HMC icon
833
Honda
HMC
$40B
$7.18K ﹤0.01%
233
+16
JOYY
834
JOYY Inc
JOYY
$3.54B
$7.15K ﹤0.01%
122
-10
PPLT icon
835
abrdn Physical Platinum Shares ETF
PPLT
$3.18B
$7.14K ﹤0.01%
50
VTR icon
836
Ventas
VTR
$36.9B
$7.14K ﹤0.01%
102
+91
RNR icon
837
RenaissanceRe
RNR
$12.4B
$7.11K ﹤0.01%
28
+10
TECK icon
838
Teck Resources
TECK
$24.7B
$7.11K ﹤0.01%
162
-30
MTDR icon
839
Matador Resources
MTDR
$5.32B
$7.1K ﹤0.01%
158
+54
EVR icon
840
Evercore
EVR
$14.7B
$7.08K ﹤0.01%
21
+3
INFY icon
841
Infosys
INFY
$75.4B
$7.08K ﹤0.01%
435
+154
HUBS icon
842
HubSpot
HUBS
$16.3B
$7.02K ﹤0.01%
15
+13
HP icon
843
Helmerich & Payne
HP
$3.19B
$7K ﹤0.01%
317
-152
FXU icon
844
First Trust Utilities AlphaDEX Fund
FXU
$1.84B
$7K ﹤0.01%
154
TMFG icon
845
Motley Fool Global Opportunities ETF
TMFG
$379M
$6.99K ﹤0.01%
233
JD icon
846
JD.com
JD
$41B
$6.99K ﹤0.01%
200
+45
BKH icon
847
Black Hills Corp
BKH
$5.54B
$6.96K ﹤0.01%
113
+55
VOD icon
848
Vodafone
VOD
$31.6B
$6.93K ﹤0.01%
597
RWO icon
849
SPDR Dow Jones Global Real Estate ETF
RWO
$1.17B
$6.91K ﹤0.01%
151
-951
STAG icon
850
STAG Industrial
STAG
$7.07B
$6.88K ﹤0.01%
195
+63
32 33
34
35 36