We are live on ! Find out more
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
DOX icon
2101
Amdocs
DOX
$5.53B
– –
-18
DTIL icon
2102
Precision BioSciences
DTIL
$170M
– –
-196
EBC icon
2103
Eastern Bankshares
EBC
$4.36B
– –
-58
EGBN icon
2104
Eagle Bancorp
EGBN
$838M
– –
-57
ELP
2105
DELISTED
Companhia Paranaense de Energia (COPEL)
ELP
– –
-139
EMO
2106
ClearBridge Energy Midstream Opportunity Fund
EMO
$978M
– –
-844
ESOA icon
2107
Energy Services of America
ESOA
$313M
– –
-114
EXP icon
2108
Eagle Materials
EXP
$6.95B
– –
-5
FCBC icon
2109
First Community Bankshares
FCBC
$821M
– –
-37
FCF icon
2110
First Commonwealth Financial
FCF
$1.98B
– –
-38
FCFS icon
2111
FirstCash
FCFS
$9.88B
– –
-5
FINV
2112
FinVolution Group
FINV
$1.12B
– –
-130
FMC icon
2113
FMC
FMC
$1.43B
– –
-52
GLOF icon
2114
iShares Global Equity Factor ETF
GLOF
$210M
– –
-40
XRN
2115
Chiron Real Estate Inc
XRN
$469M
– –
-50
GORO icon
2116
Gold Resource Corp
GORO
$217M
– –
-587
IAUX
2117
i-80 Gold Corp
IAUX
$1.31B
– –
-1,523
IBDQ
2118
DELISTED
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
– –
-14,552
IBHE
2119
DELISTED
iShares iBonds 2025 Term High Yield and Income ETF
IBHE
– –
-1,000
IBTF
2120
DELISTED
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
– –
-9,821
ICFI icon
2121
ICF International
ICFI
$1.21B
– –
-9
IDEV icon
2122
iShares Core MSCI International Developed Markets ETF
IDEV
$30.4B
– –
-107
INBK icon
2123
First Internet Bancorp
INBK
$224M
– –
-41
IPG
2124
DELISTED
Interpublic Group of Companies
IPG
– –
-40
K
2125
DELISTED
Kellanova
K
– –
-295
83 84
85
86 87