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
$703M
AUM Growth
+$65.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,084
New
Increased
Reduced
Closed

Sector Composition

1 Technology 7.4%
2 Financials 1.77%
3 Healthcare 1.75%
4 Consumer Discretionary 1.51%
5 Industrials 1.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
ESS icon
676
Essex Property Trust
ESS
$16.8B
$13.1K ﹤0.01%
49
+25
FAST icon
677
Fastenal
FAST
$46.1B
$13.1K ﹤0.01%
267
+225
ITW icon
678
Illinois Tool Works
ITW
$71.8B
$13K ﹤0.01%
50
-13
HACK icon
679
Amplify Cybersecurity ETF
HACK
$2.18B
$13K ﹤0.01%
150
FIS icon
680
Fidelity National Information Services
FIS
$34.3B
$13K ﹤0.01%
197
+144
NXPI icon
681
NXP Semiconductors
NXPI
$50.2B
$13K ﹤0.01%
57
+3
LH icon
682
Labcorp
LH
$22.2B
$12.9K ﹤0.01%
45
+27
GPN icon
683
Global Payments
GPN
$18B
$12.9K ﹤0.01%
155
+152
FTNT icon
684
Fortinet
FTNT
$60.8B
$12.9K ﹤0.01%
153
+74
IYF icon
685
iShares US Financials ETF
IYF
$4.13B
$12.8K ﹤0.01%
101
BST icon
686
BlackRock Science and Technology Trust
BST
$1.42B
$12.7K ﹤0.01%
307
IWF icon
687
iShares Russell 1000 Growth ETF
IWF
$125B
$12.7K ﹤0.01%
27
JKHY icon
688
Jack Henry & Associates
JKHY
$12.6B
$12.7K ﹤0.01%
85
+30
CRWD icon
689
CrowdStrike
CRWD
$127B
$12.6K ﹤0.01%
26
-4
MOH icon
690
Molina Healthcare
MOH
$7.45B
$12.6K ﹤0.01%
66
+56
AMCR icon
691
Amcor
AMCR
$19.7B
$12.6K ﹤0.01%
1,542
+107
JOBY icon
692
Joby Aviation
JOBY
$12.3B
$12.6K ﹤0.01%
780
+30
FERG icon
693
Ferguson
FERG
$50.5B
$12.6K ﹤0.01%
56
+35
IXG icon
694
iShares Global Financials ETF
IXG
$622M
$12.5K ﹤0.01%
107
+19
XYZ
695
Block Inc
XYZ
$39.1B
$12.5K ﹤0.01%
173
+104
APA icon
696
APA Corp
APA
$8.97B
$12.5K ﹤0.01%
513
+35
DON icon
697
WisdomTree US MidCap Dividend Fund
DON
$3.73B
$12.4K ﹤0.01%
238
ACGL icon
698
Arch Capital
ACGL
$33.8B
$12.4K ﹤0.01%
137
+108
BMY icon
699
Bristol-Myers Squibb
BMY
$100B
$12.4K ﹤0.01%
275
+19
GWW icon
700
W.W. Grainger
GWW
$44.9B
$12.4K ﹤0.01%
+13