PWA
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Physician Wealth Advisors’s GrafTech EAF Stock Holding History

Physician Wealth Advisors’s Portfolio EAF Stock Details EAF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-100
Closed -$1.55K – 2115
2025
Q4 		$1.55K Hold
100
– – ﹤0.01% 1399
2025
Q3 		$1.28K Hold
100
– – ﹤0.01% 1430
2025
Q2 		$977 Buy
+100
New +$884 ﹤0.01% 1448

Other funds holding EAF

MAMNY
Marathon Asset Management (New York) New York $11.4M AUM 8.79% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Marshall Wace
Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return
BSP
Benefit Street Partners New York $86.4M AUM
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1B AUM 51.95% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return