Physician Wealth Advisors Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$9.75M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
+$7.65M |
| 3 |
DFAI
Dimensional International Core Equity Market ETF
DFAI
|
+$7.62M |
| 4 |
iShares ESG Aware MSCI USA ETF
ESGU
|
+$4.66M |
| 5 |
Dimensional Emerging Core Equity Market ETF
DFAE
|
+$3.42M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Schwab 1-5 Year Corporate Bond ETF
SCHJ
|
+$5.43M |
| 2 |
iShares MSCI EAFE Growth ETF
EFG
|
+$3.5M |
| 3 |
iShares Global Financials ETF
IXG
|
+$2.94M |
| 4 |
iShares MSCI USA Value Factor ETF
VLUE
|
+$1.99M |
| 5 |
Vanguard Information Technology ETF
VGT
|
+$1.47M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 5.58% |
| 2 | Healthcare | 2.02% |
| 3 | Consumer Discretionary | 1.25% |
| 4 | Financials | 1.21% |
| 5 | Industrials | 0.95% |
Similar funds
Physician Wealth Advisors's Q1 2022 Portfolio in Review
As of Q1 2022, Physician Wealth Advisors held 171 positions worth $377M, down 1.2% from $381M the previous quarter. Its ten largest holdings account for 55% of the portfolio.
Physician Wealth Advisors deployed $24.7M of net new capital in Q1 2022, opening 13 new positions and adding to 66 existing holdings. Its largest new stake was Dimensional International Core Equity Market ETF: 267,559 shares worth $7.21M.
By sector, the portfolio is most concentrated in Technology at 5.6% of assets, down from 5.8% a quarter earlier, followed by Healthcare and Consumer Discretionary.
On the sell side, the largest reduction was iShares MSCI EAFE Growth ETF, an estimated $3.5M trimmed.
- Physician Wealth Advisors's largest Q1 2022 buy was Dimensional International Core Equity Market ETF: 267,559 shares worth $7.21M.
- Physician Wealth Advisors added most to State Street SPDR Portfolio S&P 500 ETF in Q1 2022, an estimated $9.75M increase.
- Physician Wealth Advisors's biggest Q1 2022 reduction was iShares MSCI EAFE Growth ETF, cutting an estimated $3.5M.
- Physician Wealth Advisors fully exited Schwab 1-5 Year Corporate Bond ETF in Q1 2022, selling an estimated $5.43M.
- Physician Wealth Advisors's ten largest holdings make up 55% of its $377M portfolio in Q1 2022.
- Physician Wealth Advisors opened 13 new positions and closed 15 in Q1 2022.
- Physician Wealth Advisors's portfolio value fell 1.2% quarter-over-quarter to $377M.
Based on Physician Wealth Advisors's 13F filing for Q1 2022, filed 5 May 2022.