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
AIG icon
951
American International
AIG
$42.1B
$5.56K ﹤0.01%
65
-130
TEX icon
952
Terex
TEX
$6.92B
$5.5K ﹤0.01%
103
HRI icon
953
Herc Holdings
HRI
$3.68B
$5.49K ﹤0.01%
37
+1
VTRS icon
954
Viatris
VTRS
$17.1B
$5.42K ﹤0.01%
436
+1
VLTO icon
955
Veralto
VLTO
$22.3B
$5.39K ﹤0.01%
54
+35
WULF icon
956
TeraWulf
WULF
$10B
$5.36K ﹤0.01%
+466
SWK icon
957
Stanley Black & Decker
SWK
$11.1B
$5.35K ﹤0.01%
72
SHG icon
958
Shinhan Financial Group
SHG
$32.8B
$5.31K ﹤0.01%
99
+19
PEG icon
959
Public Service Enterprise Group
PEG
$40.7B
$5.3K ﹤0.01%
66
-77
SHV icon
960
iShares 0-1 Year Treasury Bond ETF
SHV
$20.9B
$5.29K ﹤0.01%
48
CCI icon
961
Crown Castle
CCI
$38.7B
$5.24K ﹤0.01%
59
+15
CMG icon
962
Chipotle Mexican Grill
CMG
$46.7B
$5.22K ﹤0.01%
141
-312
EELV icon
963
Invesco S&P Emerging Markets Low Volatility ETF
EELV
$449M
$5.16K ﹤0.01%
188
-2,194
SF icon
964
Stifel
SF
$12.7B
$5.13K ﹤0.01%
62
+30
BJ icon
965
BJs Wholesale Club
BJ
$11.9B
$5.13K ﹤0.01%
57
+40
FHI icon
966
Federated Hermes
FHI
$4.3B
$5.1K ﹤0.01%
98
-21
ON icon
967
ON Semiconductor
ON
$33.7B
$5.09K ﹤0.01%
94
-87
AIQ icon
968
Global X Artificial Intelligence & Technology ETF
AIQ
$8.33B
$5.09K ﹤0.01%
100
GMAB icon
969
Genmab
GMAB
$17.1B
$5.08K ﹤0.01%
165
BVN icon
970
Compañía de Minas Buenaventura
BVN
$9.08B
$5.07K ﹤0.01%
182
LKFN icon
971
Lakeland Financial Corp
LKFN
$1.6B
$5.02K ﹤0.01%
88
+9
UNF icon
972
Unifirst Corp
UNF
$4.76B
$5.02K ﹤0.01%
26
SU icon
973
Suncor Energy
SU
$72.6B
$5.01K ﹤0.01%
113
-12
XIFR
974
XPLR Infrastructure LP
XIFR
$961M
$5K ﹤0.01%
500
DVA icon
975
DaVita
DVA
$9.89B
$5K ﹤0.01%
44
-19
37 38
39
40 41