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
$703M
AUM Growth
+$65.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,084
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$6.99M
3
+$6.15M
4
SHLD icon
Global X Defense Tech ETF
SHLD
+$5.38M
5
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$4.15M

Top Sells

1
+$8.48M
2
+$8.04M
3
+$6.73M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$3.99M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.7M

Sector Composition

1 Technology 7.4%
2 Financials 1.77%
3 Healthcare 1.75%
4 Consumer Discretionary 1.51%
5 Industrials 1.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
XSOE icon
151
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
$1.85B
$279K 0.04%
7,366
+151
VRTX icon
152
Vertex Pharmaceuticals
VRTX
$110B
$273K 0.04%
698
+157
IBIT icon
153
iShares Bitcoin Trust
IBIT
$70.6B
$268K 0.04%
4,125
+1,144
ADSK icon
154
Autodesk
ADSK
$64.3B
$265K 0.04%
833
+19
UNH icon
155
UnitedHealth
UNH
$299B
$265K 0.04%
766
+295
IYW icon
156
iShares US Technology ETF
IYW
$21B
$260K 0.04%
1,326
-41,062
BXSL icon
157
Blackstone Secured Lending
BXSL
$6.38B
$255K 0.04%
9,795
+9,403
AVGE icon
158
Avantis All Equity Markets ETF
AVGE
$658M
$251K 0.04%
3,015
-584
DUK icon
159
Duke Energy
DUK
$96.4B
$250K 0.04%
2,020
+597
WPC icon
160
W.P. Carey
WPC
$14.8B
$250K 0.04%
3,696
+20
PLD icon
161
Prologis
PLD
$119B
$249K 0.04%
2,170
+251
SBUX icon
162
Starbucks
SBUX
$99.1B
$244K 0.03%
2,883
JPC icon
163
Nuveen Preferred & Income Opportunities Fund
JPC
$2.93B
$241K 0.03%
+29,367
VCRB icon
164
Vanguard Core Bond ETF
VCRB
$4.4B
$236K 0.03%
3,013
+530
FTEC icon
165
Fidelity MSCI Information Technology Index ETF
FTEC
$16.6B
$236K 0.03%
1,062
+11
BDX icon
166
Becton Dickinson
BDX
$55.4B
$235K 0.03%
1,255
+54
DAL icon
167
Delta Air Lines
DAL
$41.9B
$234K 0.03%
4,125
+166
MMM icon
168
3M
MMM
$91.4B
$234K 0.03%
1,505
+59
IBTI icon
169
iShares iBonds Dec 2028 Term Treasury ETF
IBTI
$1.25B
$233K 0.03%
10,429
+33
D icon
170
Dominion Energy
D
$53.6B
$233K 0.03%
3,814
-213
PFE icon
171
Pfizer
PFE
$146B
$232K 0.03%
9,107
+121
PSF icon
172
Cohen & Steers Select Preferred & Income Fund
PSF
$247M
$231K 0.03%
11,140
-3,693
TJX icon
173
TJX Companies
TJX
$169B
$231K 0.03%
1,601
+244
IBTF icon
174
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
$1.62B
$229K 0.03%
9,821
+38
TXN icon
175
Texas Instruments
TXN
$153B
$226K 0.03%
1,232
+9
5 6
7
8 9