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
FHLC icon
1001
Fidelity MSCI Health Care Index ETF
FHLC
$2.84B
$4.53K ﹤0.01%
61
NBR icon
1002
Nabors Industries
NBR
$1.17B
$4.51K ﹤0.01%
83
RGA icon
1003
Reinsurance Group of America
RGA
$13.8B
$4.48K ﹤0.01%
22
+13
COLD icon
1004
Americold
COLD
$3.65B
$4.46K ﹤0.01%
347
-88
ERAS icon
1005
Erasca
ERAS
$6.75B
$4.43K ﹤0.01%
1,192
PCVX icon
1006
Vaxcyte
PCVX
$8.97B
$4.43K ﹤0.01%
96
+9
RGTI icon
1007
Rigetti Computing
RGTI
$6.52B
$4.43K ﹤0.01%
200
+46
LITE icon
1008
Lumentum
LITE
$63.9B
$4.42K ﹤0.01%
12
+4
CIFR icon
1009
Cipher Digital Inc. Common Stock
CIFR
$7.81B
$4.4K ﹤0.01%
+298
EWU icon
1010
iShares MSCI United Kingdom ETF
EWU
$3.54B
$4.4K ﹤0.01%
100
RIG icon
1011
Transocean
RIG
$6.52B
$4.38K ﹤0.01%
1,060
+128
RBLX icon
1012
Roblox
RBLX
$44.3B
$4.38K ﹤0.01%
54
-106
PZZA icon
1013
Papa John's
PZZA
$1.23B
$4.35K ﹤0.01%
113
FTRE icon
1014
Fortrea Holdings
FTRE
$976M
$4.35K ﹤0.01%
252
RHI icon
1015
Robert Half
RHI
$2.87B
$4.35K ﹤0.01%
160
+100
BKU icon
1016
Bankunited
BKU
$3.53B
$4.32K ﹤0.01%
97
NE icon
1017
Noble Corp
NE
$7.46B
$4.32K ﹤0.01%
153
FDVV icon
1018
Fidelity High Dividend ETF
FDVV
$9.15B
$4.29K ﹤0.01%
76
TLK icon
1019
Telkom Indonesia
TLK
$18B
$4.27K ﹤0.01%
203
+36
KRNY icon
1020
Kearny Financial
KRNY
$511M
$4.27K ﹤0.01%
576
+77
SIGI icon
1021
Selective Insurance
SIGI
$4.96B
$4.27K ﹤0.01%
51
+41
ONC
1022
BeOne Medicines Ltd
ONC
$35.9B
$4.25K ﹤0.01%
14
+3
HYG icon
1023
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.6B
$4.25K ﹤0.01%
53
-53
ORI icon
1024
Old Republic International
ORI
$10.4B
$4.25K ﹤0.01%
93
+46
TXG icon
1025
10x Genomics
TXG
$3.33B
$4.24K ﹤0.01%
260
39 40
41
42 43