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
BUD icon
826
AB InBev
BUD
$125B
$4.47K ﹤0.01%
65
+23
SPYD icon
827
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.2B
$4.46K ﹤0.01%
+105
KT icon
828
KT
KT
$8.73B
$4.45K ﹤0.01%
214
-36
XEL icon
829
Xcel Energy
XEL
$47.7B
$4.43K ﹤0.01%
65
+54
RNR icon
830
RenaissanceRe
RNR
$12.2B
$4.37K ﹤0.01%
18
AIQ icon
831
Global X Artificial Intelligence & Technology ETF
AIQ
$5.42B
$4.37K ﹤0.01%
+100
GPC icon
832
Genuine Parts
GPC
$17.7B
$4.37K ﹤0.01%
+36
ASTS icon
833
AST SpaceMobile
ASTS
$17B
$4.35K ﹤0.01%
+93
FIS icon
834
Fidelity National Information Services
FIS
$33.3B
$4.32K ﹤0.01%
53
-39
HOLX icon
835
Hologic
HOLX
$16.5B
$4.3K ﹤0.01%
66
+51
PKX icon
836
POSCO
PKX
$16.4B
$4.27K ﹤0.01%
88
+36
PPBI
837
DELISTED
Pacific Premier Bancorp
PPBI
$4.26K ﹤0.01%
+202
CIB icon
838
Grupo Cibest SA
CIB
$15B
$4.25K ﹤0.01%
92
VT icon
839
Vanguard Total World Stock ETF
VT
$54.7B
$4.24K ﹤0.01%
33
-139
MSI icon
840
Motorola Solutions
MSI
$63.3B
$4.23K ﹤0.01%
10
+2
SU icon
841
Suncor Energy
SU
$53.3B
$4.23K ﹤0.01%
113
-47
SWK icon
842
Stanley Black & Decker
SWK
$10.2B
$4.2K ﹤0.01%
62
+12
NEM icon
843
Newmont
NEM
$95.8B
$4.2K ﹤0.01%
72
+29
SCHZ icon
844
Schwab US Aggregate Bond ETF
SCHZ
$8.96B
$4.18K ﹤0.01%
180
ARCC icon
845
Ares Capital
ARCC
$14.5B
$4.17K ﹤0.01%
190
PTY icon
846
PIMCO Corporate & Income Opportunity Fund
PTY
$2.57B
$4.17K ﹤0.01%
+300
UBS icon
847
UBS Group
UBS
$122B
$4.13K ﹤0.01%
122
+64
MSBI icon
848
Midland States Bancorp
MSBI
$348M
$4.11K ﹤0.01%
+237
CRL icon
849
Charles River Laboratories
CRL
$8.26B
$4.1K ﹤0.01%
27
+23
SLG icon
850
SL Green Realty
SLG
$3.41B
$4.09K ﹤0.01%
+66
32 33
34
35 36