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
QRVO icon
701
Qorvo
QRVO
$7.85B
$7.73K ﹤0.01%
91
CCJ icon
702
Cameco
CCJ
$36.9B
$7.72K ﹤0.01%
104
HAL icon
703
Halliburton
HAL
$23B
$7.7K ﹤0.01%
+378
AIN icon
704
Albany International
AIN
$1.29B
$7.64K ﹤0.01%
109
-14
HDV icon
705
iShares Core High Dividend ETF
HDV
$11.7B
$7.5K ﹤0.01%
64
STNG icon
706
Scorpio Tankers
STNG
$3.2B
$7.4K ﹤0.01%
189
ELV icon
707
Elevance Health
ELV
$72.4B
$7.39K ﹤0.01%
19
-3
ANET icon
708
Arista Networks
ANET
$165B
$7.37K ﹤0.01%
72
-60
CHRD icon
709
Chord Energy
CHRD
$5.29B
$7.36K ﹤0.01%
+76
BMI icon
710
Badger Meter
BMI
$5.18B
$7.35K ﹤0.01%
30
-1
MD icon
711
Pediatrix Medical
MD
$1.99B
$7.29K ﹤0.01%
508
+82
SM icon
712
SM Energy
SM
$2.16B
$7.22K ﹤0.01%
292
+35
PSLV icon
713
Sprott Physical Silver Trust
PSLV
$9.72B
$7.21K ﹤0.01%
589
GILD icon
714
Gilead Sciences
GILD
$155B
$7.21K ﹤0.01%
65
-2
NLOP
715
Net Lease Office Properties
NLOP
$438M
$7.16K ﹤0.01%
220
EQIX icon
716
Equinix
EQIX
$77.1B
$7.16K ﹤0.01%
9
+3
NCLH icon
717
Norwegian Cruise Line
NCLH
$8.33B
$7.12K ﹤0.01%
351
+58
HP icon
718
Helmerich & Payne
HP
$2.77B
$7.11K ﹤0.01%
469
+369
RLJ.PRA icon
719
RLJ Lodging Trust $1.95 Series A Preferred Stock
RLJ.PRA
$324M
$7.1K ﹤0.01%
300
TMFG icon
720
Motley Fool Global Opportunities ETF
TMFG
$388M
$7.09K ﹤0.01%
233
THO icon
721
Thor Industries
THO
$5.21B
$7.02K ﹤0.01%
79
+14
TTE icon
722
TotalEnergies
TTE
$141B
$7K ﹤0.01%
114
+95
CHTR icon
723
Charter Communications
CHTR
$26.3B
$6.95K ﹤0.01%
17
UPST icon
724
Upstart Holdings
UPST
$3.77B
$6.92K ﹤0.01%
107
-7
WF icon
725
Woori Financial
WF
$13.6B
$6.91K ﹤0.01%
139
+79
27 28
29
30 31