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 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
RLI icon
526
RLI Corp
RLI
$5.45B
$19.2K ﹤0.01%
266
ARKW icon
527
ARK Web x.0 ETF
ARKW
$2.1B
$19K ﹤0.01%
129
ARKF icon
528
ARK Blockchain & Fintech Innovation ETF
ARKF
$1.09B
$18.9K ﹤0.01%
377
KVUE icon
529
Kenvue
KVUE
$33B
$18.9K ﹤0.01%
904
+59
CVS icon
530
CVS Health
CVS
$99.8B
$18.9K ﹤0.01%
274
+50
ACHR icon
531
Archer Aviation
ACHR
$6.5B
$18.8K ﹤0.01%
1,736
+1,355
CWAN icon
532
Clearwater Analytics
CWAN
$7.11B
$18.8K ﹤0.01%
+855
SUSC icon
533
iShares ESG Aware USD Corporate Bond ETF
SUSC
$1.32B
$18.6K ﹤0.01%
799
+9
SBRA icon
534
Sabra Healthcare REIT
SBRA
$4.8B
$18.3K ﹤0.01%
992
+37
JBTM
535
JBT Marel
JBTM
$8.26B
$18.3K ﹤0.01%
152
DTCX
536
Datacentrex Inc
DTCX
$49.5M
$18.2K ﹤0.01%
+2,600
CBOE icon
537
Cboe Global Markets
CBOE
$28.6B
$18.2K ﹤0.01%
78
+6
TM icon
538
Toyota
TM
$302B
$17.9K ﹤0.01%
104
+59
USHY icon
539
iShares Broad USD High Yield Corporate Bond ETF
USHY
$25.7B
$17.9K ﹤0.01%
+476
FMX icon
540
Fomento Económico Mexicano
FMX
$35.1B
$17.8K ﹤0.01%
173
MUR icon
541
Murphy Oil
MUR
$4.84B
$17.6K ﹤0.01%
780
+730
APG icon
542
APi Group
APG
$18.5B
$17.4K ﹤0.01%
510
AA icon
543
Alcoa
AA
$15.6B
$17.3K ﹤0.01%
586
+140
MCHP icon
544
Microchip Technology
MCHP
$40.4B
$17K ﹤0.01%
241
+65
SWKS icon
545
Skyworks Solutions
SWKS
$8.66B
$16.8K ﹤0.01%
226
+41
APP icon
546
Applovin
APP
$192B
$16.8K ﹤0.01%
48
+21
ETR icon
547
Entergy
ETR
$43.1B
$16.8K ﹤0.01%
202
HSBC icon
548
HSBC
HSBC
$283B
$16.8K ﹤0.01%
276
+13
FOXA icon
549
Fox Class A
FOXA
$32B
$16.6K ﹤0.01%
297
+15
IWP icon
550
iShares Russell Mid-Cap Growth ETF
IWP
$21.1B
$16.6K ﹤0.01%
120