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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
OKE icon
201
Oneok
OKE
$53.6B
$201K 0.03%
2,734
+311
DFSE icon
202
Dimensional Emerging Markets Sustainability Core 1 ETF
DFSE
$647M
$200K 0.03%
4,814
+2
EA icon
203
Electronic Arts
EA
$50.7B
$199K 0.03%
974
-79
UNH icon
204
UnitedHealth
UNH
$364B
$199K 0.03%
603
-163
IBM icon
205
IBM
IBM
$234B
$199K 0.03%
672
+29
SSO icon
206
ProShares Ultra S&P500
SSO
$7.63B
$190K 0.03%
3,285
+417
VWO icon
207
Vanguard FTSE Emerging Markets ETF
VWO
$124B
$185K 0.03%
3,443
-36
KO icon
208
Coca-Cola
KO
$342B
$182K 0.03%
2,608
+269
RTX icon
209
RTX Corp
RTX
$250B
$182K 0.03%
991
-1,625
UDEC
210
Innovator US Equity Ultra Buffer ETF December
UDEC
$303M
$180K 0.03%
4,550
DMXF icon
211
iShares ESG Advanced MSCI EAFE ETF
DMXF
$1.2B
$177K 0.02%
2,355
-258
EME icon
212
Emcor
EME
$37.2B
$175K 0.02%
286
+3
PAA icon
213
Plains All American Pipeline
PAA
$15.1B
$174K 0.02%
9,700
BX icon
214
Blackstone
BX
$151B
$174K 0.02%
1,128
+30
IFRA icon
215
iShares US Infrastructure ETF
IFRA
$4.24B
$172K 0.02%
3,267
+1,417
SKYW icon
216
Skywest
SKYW
$3.68B
$172K 0.02%
1,710
-6
IBDR icon
217
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.57B
$171K 0.02%
7,060
EUSB icon
218
iShares ESG Advanced Universal USD Bond ETF
EUSB
$720M
$170K 0.02%
3,881
-570
IBMS
219
iShares iBonds Dec 2030 Term Muni Bond ETF
IBMS
$301M
$169K 0.02%
6,500
DVY icon
220
iShares Select Dividend ETF
DVY
$22.3B
$169K 0.02%
1,198
+1
PCM
221
PCM Fund
PCM
$68.3M
$168K 0.02%
27,330
LULU icon
222
lululemon athletica
LULU
$12.7B
$167K 0.02%
803
+19
SHOP icon
223
Shopify
SHOP
$141B
$163K 0.02%
1,013
+9
MELI icon
224
Mercado Libre
MELI
$82.8B
$161K 0.02%
80
+18
IBTK icon
225
iShares iBonds Dec 2030 Term Treasury ETF
IBTK
$883M
$157K 0.02%
7,935
7 8
9
10 11