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
$637M
AUM Growth
+$55.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,017
New
Increased
Reduced
Closed

Top Buys

1
+$9.54M
2
+$8.7M
3
+$7.95M
4
BAI
iShares A.I. Innovation and Tech Active ETF
BAI
+$3.9M
5
XLG icon
Invesco S&P 500 Top 50 ETF
XLG
+$3.36M

Top Sells

1
+$20.5M
2
+$7.68M
3
+$3.75M
4
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$3.22M
5
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$1.56M

Sector Composition

1 Technology 6.37%
2 Healthcare 1.89%
3 Financials 1.55%
4 Consumer Discretionary 1.4%
5 Industrials 0.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
JNJ icon
101
Johnson & Johnson
JNJ
$527B
$465K 0.07%
3,042
-278
AMAT icon
102
Applied Materials
AMAT
$259B
$462K 0.07%
2,526
+31
TSM icon
103
TSMC
TSM
$1.78T
$459K 0.07%
2,024
-119
TRMB icon
104
Trimble
TRMB
$17.6B
$456K 0.07%
6,000
PHYS icon
105
Sprott Physical Gold
PHYS
$16.8B
$455K 0.07%
17,939
AXP icon
106
American Express
AXP
$251B
$448K 0.07%
1,405
-8
AMD icon
107
Advanced Micro Devices
AMD
$377B
$443K 0.07%
3,125
+65
ISRG icon
108
Intuitive Surgical
ISRG
$190B
$437K 0.07%
804
+54
SCHB icon
109
Schwab US Broad Market ETF
SCHB
$38.9B
$431K 0.07%
18,102
+175
IHI icon
110
iShares US Medical Devices ETF
IHI
$4.07B
$426K 0.07%
6,804
-1,030
SIL icon
111
Global X Silver Miners ETF NEW
SIL
$5.95B
$419K 0.07%
8,700
ESGV icon
112
Vanguard ESG US Stock ETF
ESGV
$12B
$417K 0.07%
3,808
+57
GLD icon
113
SPDR Gold Trust
GLD
$157B
$414K 0.07%
1,358
HD icon
114
Home Depot
HD
$378B
$410K 0.06%
1,117
+16
BKNG icon
115
Booking.com
BKNG
$165B
$402K 0.06%
69
-9
SYK icon
116
Stryker
SYK
$139B
$401K 0.06%
1,013
+14
DFNM icon
117
Dimensional National Municipal Bond ETF
DFNM
$1.97B
$401K 0.06%
8,444
ORCL icon
118
Oracle
ORCL
$549B
$399K 0.06%
1,826
-27
VEA icon
119
Vanguard FTSE Developed Markets ETF
VEA
$202B
$396K 0.06%
6,952
+29
CVX icon
120
Chevron
CVX
$332B
$395K 0.06%
2,761
-53
IBTG icon
121
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
$2.37B
$383K 0.06%
16,715
QCOM icon
122
Qualcomm
QCOM
$171B
$379K 0.06%
2,377
+43
VCSH icon
123
Vanguard Short-Term Corporate Bond ETF
VCSH
$40.1B
$374K 0.06%
4,709
-8
BOND icon
124
PIMCO Active Bond Exchange-Traded Fund
BOND
$6.94B
$370K 0.06%
4,017
IBDQ
125
DELISTED
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
$366K 0.06%
14,552
+6,111
3 4
5
6 7