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
AREC icon
851
American Resources Corp
AREC
$293M
$6.83K ﹤0.01%
2,529
IYH icon
852
iShares US Healthcare ETF
IYH
$3.52B
$6.75K ﹤0.01%
115
TER icon
853
Teradyne
TER
$28.1B
$6.75K ﹤0.01%
+49
IXC icon
854
iShares Global Energy ETF
IXC
$1.9B
$6.72K ﹤0.01%
161
-2
BAH icon
855
Booz Allen Hamilton
BAH
$10B
$6.7K ﹤0.01%
67
-92
EMQQ icon
856
EMQQ The Emerging Markets Internet & Ecommerce ETF
EMQQ
$379M
$6.69K ﹤0.01%
144
EXPE icon
857
Expedia Group
EXPE
$31.7B
$6.63K ﹤0.01%
+31
RNW icon
858
ReNew
RNW
$2.77B
$6.62K ﹤0.01%
859
+337
CAH icon
859
Cardinal Health
CAH
$49.4B
$6.59K ﹤0.01%
42
+25
SUI icon
860
Sun Communities
SUI
$15.8B
$6.58K ﹤0.01%
51
+36
IEO icon
861
iShares US Oil & Gas Exploration & Production ETF
IEO
$451M
$6.58K ﹤0.01%
71
VRP icon
862
Invesco Variable Rate Preferred ETF
VRP
$2.31B
$6.55K ﹤0.01%
265
NLOP
863
Net Lease Office Properties
NLOP
$436M
$6.53K ﹤0.01%
220
BNS icon
864
Scotiabank
BNS
$85.2B
$6.46K ﹤0.01%
100
HUBB icon
865
Hubbell
HUBB
$22.7B
$6.46K ﹤0.01%
15
+11
MOS icon
866
The Mosaic Company
MOS
$7.92B
$6.42K ﹤0.01%
185
+15
SNPS icon
867
Synopsys
SNPS
$81.4B
$6.42K ﹤0.01%
13
-33
VALE icon
868
Vale
VALE
$54.2B
$6.4K ﹤0.01%
589
+78
TEF icon
869
Telefonica
TEF
$23.6B
$6.37K ﹤0.01%
1,254
CNO icon
870
CNO Financial Group
CNO
$3.89B
$6.37K ﹤0.01%
161
+67
CHH icon
871
Choice Hotels
CHH
$4.13B
$6.31K ﹤0.01%
59
-23
NNN icon
872
NNN REIT
NNN
$7.77B
$6.26K ﹤0.01%
147
+133
BIDU icon
873
Baidu
BIDU
$41.2B
$6.19K ﹤0.01%
47
+11
FHI icon
874
Federated Hermes
FHI
$3.87B
$6.18K ﹤0.01%
119
+58
HASI icon
875
Hannon Armstrong Sustainable Infrastructure Capital
HASI
$4.3B
$6.14K ﹤0.01%
200
33 34
35
36 37