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PWA

Physician Wealth Advisors Portfolio holdings

AUM $719M
1-Year Est. Return 20.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.04%
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
BNS icon
1076
Scotiabank
BNS
$107B
$3.69K ﹤0.01%
50
-50
ALAB icon
1077
Astera Labs
ALAB
$71.5B
$3.66K ﹤0.01%
22
+7
HSY icon
1078
Hershey
HSY
$35B
$3.64K ﹤0.01%
20
-53
AVY icon
1079
Avery Dennison
AVY
$12.1B
$3.64K ﹤0.01%
20
+4
CYTK icon
1080
Cytokinetics
CYTK
$10.7B
$3.62K ﹤0.01%
57
+26
UDR icon
1081
UDR
UDR
$12.2B
$3.56K ﹤0.01%
97
+43
CLS icon
1082
Celestica
CLS
$42.8B
$3.55K ﹤0.01%
12
CLX icon
1083
Clorox
CLX
$11.6B
$3.53K ﹤0.01%
35
-98
E icon
1084
ENI
E
$71.6B
$3.53K ﹤0.01%
93
+30
PSNL icon
1085
Personalis
PSNL
$1.1B
$3.48K ﹤0.01%
437
MORN icon
1086
Morningstar
MORN
$5.84B
$3.48K ﹤0.01%
16
+12
ESLT icon
1087
Elbit Systems
ESLT
$36.9B
$3.47K ﹤0.01%
6
+1
MSCI icon
1088
MSCI
MSCI
$42.3B
$3.44K ﹤0.01%
6
+2
MBX
1089
MBX Biosciences
MBX
$2.05B
$3.44K ﹤0.01%
109
BTU icon
1090
Peabody Energy
BTU
$3.02B
$3.42K ﹤0.01%
115
EGP icon
1091
EastGroup Properties
EGP
$10.7B
$3.38K ﹤0.01%
19
+6
BKLN icon
1092
Invesco Senior Loan ETF
BKLN
$7.13B
$3.36K ﹤0.01%
160
DTM icon
1093
DT Midstream
DTM
$14.6B
$3.35K ﹤0.01%
28
+8
CWST icon
1094
Casella Waste Systems
CWST
$5.53B
$3.33K ﹤0.01%
34
-6
SEE
1095
DELISTED
Sealed Air
SEE
$3.31K ﹤0.01%
80
IGE icon
1096
iShares North American Natural Resources ETF
IGE
$753M
$3.31K ﹤0.01%
66
AMLX icon
1097
Amylyx Pharmaceuticals
AMLX
$1.74B
$3.31K ﹤0.01%
274
CDE icon
1098
Coeur Mining
CDE
$18B
$3.3K ﹤0.01%
185
-40
ARKG icon
1099
ARK Genomic Revolution ETF
ARKG
$1.37B
$3.27K ﹤0.01%
113
CWEN icon
1100
Clearway Energy Class C
CWEN
$5.83B
$3.26K ﹤0.01%
98
42 43
44
45 46