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PWA
Physician Wealth Advisors Portfolio holdings
AUM
$837M
1-Year Est. Return
26%
This Fund
S&P 500
This Quarter
Est. Return
-1.73%
1 Year Est. Return
+26%
3 Year Est. Return
+71.31%
5 Year Est. Return
+72.25%
10 Year Est. Return
–
AUM
$719M
AUM Growth
-$128K
(-0.02%)
Cap. Flow
+$16.9M
Cap. Flow
% of AUM
2.35%
Top 10 Holdings %
Top 10 Hldgs %
48.02%
Holding
2,264
New
237
Increased
675
Reduced
406
Closed
207
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares MSCI ACWI ex US ETF
ACWX
|
+$34.7M |
| 2 |
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$20.8M |
| 3 |
Dimensional Core Fixed Income ETF
DFCF
|
+$3.34M |
| 4 |
Global X Defense Tech ETF
SHLD
|
+$3.07M |
| 5 |
Glacier Bancorp
GBCI
|
+$2.09M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Invesco S&P 500 Top 50 ETF
XLG
|
+$23.4M |
| 2 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$15.6M |
| 3 |
iShares MSCI EAFE Value ETF
EFV
|
+$8.77M |
| 4 |
SPDR Gold MiniShares Trust
GLDM
|
+$5.78M |
| 5 |
BlackRock US Equity Factor Rotation ETF
DYNF
|
+$5.15M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 5.93% |
| 2 | Financials | 1.92% |
| 3 | Healthcare | 1.59% |
| 4 | Consumer Discretionary | 1.29% |
| 5 | Communication Services | 0.95% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
951
Equity Residential
EQR
$24.9B
| $5.92K | ﹤0.01% |
100
-2,196
| -96% | -$135K |
|
952
Ironwood Pharmaceuticals
IRWD
$696M
| $5.86K | ﹤0.01% |
1,669
| – | – |
|
953
Crown Castle
CCI
$33.3B
| $5.86K | ﹤0.01% |
72
+13
| +22% | +$1.12K |
|
954
Tenet Healthcare
THC
$20.5B
| $5.85K | ﹤0.01% |
31
-4
| -11% | -$843 |
|
955
Core Laboratories
CLB
$488M
| $5.84K | ﹤0.01% |
348
| – | – |
|
956
Columbia Banking Systems
COLB
$8.84B
| $5.84K | ﹤0.01% |
213
| – | – |
|
957
Ryanair
RYAAY
$30.4B
| $5.84K | ﹤0.01% |
101
+14
| +16% | +$924 |
|
958
KeyCorp
KEY
$24.2B
| $5.83K | ﹤0.01% |
291
+234
| +411% | +$4.9K |
|
959
Chord Energy
CHRD
$7.9B
| $5.83K | ﹤0.01% |
+41
| New | +$4.47K |
|
960
Olema Pharmaceuticals
OLMA
$1B
| $5.83K | ﹤0.01% |
391
| – | – |
|
961
ON Semiconductor
ON
$31.8B
| $5.82K | ﹤0.01% |
94
| – | – |
|
962
ICL Group
ICL
$6.53B
| $5.81K | ﹤0.01% |
1,122
-356
| -24% | -$1.9K |
|
963
Gildan
GIL
$10.3B
| $5.75K | ﹤0.01% |
103
| – | – |
|
964
International Paper
IP
$21.6B
| $5.75K | ﹤0.01% |
161
-71
| -31% | -$2.95K |
|
965
Matador Resources
MTDR
$6.2B
| $5.72K | ﹤0.01% |
91
+78
| +600% | +$3.91K |
|
966
Dolby
DLB
$5.51B
| $5.71K | ﹤0.01% |
95
+49
| +107% | +$3.1K |
|
967
Tenaris
TS
$28.9B
| $5.7K | ﹤0.01% |
98
| – | – |
|
968
Brixmor Property Group
BRX
$9.67B
| $5.67K | ﹤0.01% |
197
+156
| +380% | +$4.4K |
|
969
ResMed
RMD
$30.6B
| $5.61K | ﹤0.01% |
25
-11
| -31% | -$2.74K |
|
970
iShares Currency Hedged MSCI EAFE ETF
HEFA
$7.5B
| $5.61K | ﹤0.01% |
132
-81
| -38% | -$3.49K |
|
971
Donaldson
DCI
$10.9B
| $5.6K | ﹤0.01% |
66
| – | – |
|
972
Expedia Group
EXPE
$35.4B
| $5.54K | ﹤0.01% |
24
-15
| -38% | -$3.68K |
|
973
First Trust NASDAQ Cybersecurity ETF
CIBR
$14.4B
| $5.53K | ﹤0.01% |
+88
| New | +$5.9K |
|
974
10x Genomics
TXG
$6B
| $5.52K | ﹤0.01% |
260
| – | – |
|
975
OGE Energy
OGE
$9.78B
| $5.52K | ﹤0.01% |
115
+41
| +55% | +$1.88K |
|
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Physician Wealth Advisors's Q1 2026 Portfolio in Review
As of Q1 2026, Physician Wealth Advisors held 2,264 positions worth $719M, down 0.02% from $719M the previous quarter. Its ten largest holdings account for 48% of the portfolio.
Physician Wealth Advisors's Q1 2026 filing shows 237 new, 675 increased, 406 reduced and 207 closed positions. Its largest new stake was iShares MSCI ACWI ex US ETF: 491,882 shares worth $33.7M. The largest sale was Invesco S&P 500 Top 50 ETF, an estimated $23.4M.
By sector, the portfolio is most concentrated in Technology at 5.9% of assets, down from 6.3% a quarter earlier, followed by Financials and Healthcare.
- Physician Wealth Advisors's largest Q1 2026 buy was iShares MSCI ACWI ex US ETF: 491,882 shares worth $33.7M.
- Physician Wealth Advisors added most to State Street SPDR Portfolio S&P 500 ETF in Q1 2026, an estimated $20.8M increase.
- Physician Wealth Advisors's biggest Q1 2026 reduction was Invesco S&P 500 Top 50 ETF, cutting an estimated $23.4M.
- Physician Wealth Advisors fully exited Blackstone Secured Lending in Q1 2026, selling an estimated $255K.
- Physician Wealth Advisors's ten largest holdings make up 48% of its $719M portfolio in Q1 2026.
- Physician Wealth Advisors opened 237 new positions and closed 207 in Q1 2026.
- Physician Wealth Advisors's portfolio value fell 0.02% quarter-over-quarter to $719M.
Based on Physician Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.