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
LULU icon
201
lululemon athletica
LULU
$20.2B
$181K 0.03%
761
-3
VWO icon
202
Vanguard FTSE Emerging Markets ETF
VWO
$103B
$179K 0.03%
3,623
+25
PAA icon
203
Plains All American Pipeline
PAA
$12B
$178K 0.03%
9,700
+79
SKYW icon
204
Skywest
SKYW
$3.87B
$177K 0.03%
1,716
+18
WPM icon
205
Wheaton Precious Metals
WPM
$47.3B
$176K 0.03%
1,962
IBDR icon
206
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.36B
$171K 0.03%
7,060
DUK icon
207
Duke Energy
DUK
$95.4B
$168K 0.03%
1,423
+71
TJX icon
208
TJX Companies
TJX
$163B
$168K 0.03%
1,357
-645
IBMS
209
iShares iBonds Dec 2030 Term Muni Bond ETF
IBMS
$120M
$167K 0.03%
+6,500
UDEC icon
210
Innovator US Equity Ultra Buffer ETF December
UDEC
$295M
$166K 0.03%
4,550
+50
ADBE icon
211
Adobe
ADBE
$139B
$164K 0.03%
425
-63
MELI icon
212
Mercado Libre
MELI
$104B
$163K 0.03%
63
-12
MDT icon
213
Medtronic
MDT
$123B
$160K 0.03%
1,834
-2
DVY icon
214
iShares Select Dividend ETF
DVY
$20.7B
$159K 0.03%
1,197
+1
EA icon
215
Electronic Arts
EA
$50.1B
$159K 0.02%
994
+8
IBTK icon
216
iShares iBonds Dec 2030 Term Treasury ETF
IBTK
$535M
$157K 0.02%
7,935
IBTJ icon
217
iShares iBonds Dec 2029 Term Treasury ETF
IBTJ
$751M
$157K 0.02%
7,164
HON icon
218
Honeywell
HON
$126B
$157K 0.02%
674
+13
AZO icon
219
AutoZone
AZO
$64.2B
$156K 0.02%
42
+2
IBTH icon
220
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
$1.75B
$155K 0.02%
6,892
DFCF icon
221
Dimensional Core Fixed Income ETF
DFCF
$8.07B
$152K 0.02%
3,608
DIHP icon
222
Dimensional International High Profitability ETF
DIHP
$4.64B
$152K 0.02%
5,144
EME icon
223
Emcor
EME
$27.7B
$151K 0.02%
282
+5
EMXC icon
224
iShares MSCI Emerging Markets ex China ETF
EMXC
$14.1B
$149K 0.02%
2,363
-121,620
ARTY
225
iShares Future AI & Tech ETF
ARTY
$1.61B
$148K 0.02%
3,599
7 8
9
10 11