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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
VTIP icon
151
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$18.9B
$274K 0.04%
5,534
TJX icon
152
TJX Companies
TJX
$181B
$268K 0.04%
1,742
+141
SBUX icon
153
Starbucks
SBUX
$115B
$263K 0.04%
3,127
+244
AVGE icon
154
Avantis All Equity Markets ETF
AVGE
$1.01B
$261K 0.04%
3,041
+26
JEPI icon
155
JPMorgan Equity Premium Income ETF
JEPI
$44.4B
$261K 0.04%
4,558
+1,910
UNP icon
156
Union Pacific
UNP
$153B
$260K 0.04%
1,124
-5,662
NFLX icon
157
Netflix
NFLX
$325B
$259K 0.04%
2,766
+266
CSCO icon
158
Cisco
CSCO
$472B
$259K 0.04%
3,362
+779
SPGI icon
159
S&P Global
SPGI
$121B
$257K 0.04%
492
+34
BXSL icon
160
Blackstone Secured Lending
BXSL
$5.46B
$255K 0.04%
9,700
-95
IBIT icon
161
iShares Bitcoin Trust
IBIT
$47.9B
$254K 0.04%
5,107
+982
ADSK icon
162
Autodesk
ADSK
$40.9B
$252K 0.04%
853
+20
SOXX icon
163
iShares Semiconductor ETF
SOXX
$46.4B
$252K 0.04%
836
+2
MAR icon
164
Marriott International
MAR
$105B
$249K 0.03%
802
+26
T icon
165
AT&T
T
$154B
$248K 0.03%
9,994
+2,473
MMM icon
166
3M
MMM
$84.2B
$247K 0.03%
1,545
+40
ORCL icon
167
Oracle
ORCL
$534B
$246K 0.03%
1,260
-438
BDX icon
168
Becton Dickinson
BDX
$39.7B
$244K 0.03%
1,259
+4
HUN icon
169
Huntsman Corp
HUN
$2.18B
$244K 0.03%
24,406
+83
SLV icon
170
iShares Silver Trust
SLV
$31.9B
$243K 0.03%
3,771
+340
BA icon
171
Boeing
BA
$174B
$243K 0.03%
1,118
-229
JPC icon
172
Nuveen Preferred & Income Opportunities Fund
JPC
$2.94B
$238K 0.03%
29,367
WPC icon
173
W.P. Carey
WPC
$16B
$238K 0.03%
3,692
-4
DUK icon
174
Duke Energy
DUK
$96.6B
$237K 0.03%
2,026
+6
PFE icon
175
Pfizer
PFE
$144B
$237K 0.03%
9,525
+418
5 6
7
8 9