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
MOS icon
751
The Mosaic Company
MOS
$8.27B
$6.2K ﹤0.01%
+170
BMO icon
752
Bank of Montreal
BMO
$88.8B
$6.2K ﹤0.01%
56
CCL icon
753
Carnival Corp
CCL
$34.2B
$6.19K ﹤0.01%
220
PARR icon
754
Par Pacific Holdings
PARR
$2.2B
$6.18K ﹤0.01%
233
+146
DASH icon
755
DoorDash
DASH
$89.2B
$6.16K ﹤0.01%
+25
PPLT icon
756
abrdn Physical Platinum Shares ETF
PPLT
$1.83B
$6.14K ﹤0.01%
50
EVRG icon
757
Evergy
EVRG
$17.6B
$6.13K ﹤0.01%
89
+74
DDOG icon
758
Datadog
DDOG
$64.9B
$6.13K ﹤0.01%
46
+24
EMQQ icon
759
EMQQ The Emerging Markets Internet & Ecommerce ETF
EMQQ
$377M
$6K ﹤0.01%
144
-91
BMRN icon
760
BioMarin Pharmaceuticals
BMRN
$10.5B
$5.83K ﹤0.01%
106
-10
ARM icon
761
Arm
ARM
$148B
$5.82K ﹤0.01%
36
AXON icon
762
Axon Enterprise
AXON
$43.7B
$5.8K ﹤0.01%
7
+5
TDOC icon
763
Teladoc Health
TDOC
$1.23B
$5.68K ﹤0.01%
652
+101
PWR icon
764
Quanta Services
PWR
$64B
$5.67K ﹤0.01%
+15
SEIC icon
765
SEI Investments
SEIC
$9.99B
$5.66K ﹤0.01%
63
+43
CVAC icon
766
CureVac
CVAC
$1.19B
$5.55K ﹤0.01%
1,022
FMS icon
767
Fresenius Medical Care
FMS
$13.6B
$5.54K ﹤0.01%
194
-38
PZZA icon
768
Papa John's
PZZA
$1.35B
$5.53K ﹤0.01%
113
BNS icon
769
Scotiabank
BNS
$83.8B
$5.53K ﹤0.01%
100
RUSC
770
Russell Investments U.S. Small Cap Equity ETF
RUSC
$38.9M
$5.52K ﹤0.01%
+200
AER icon
771
AerCap
AER
$23.3B
$5.5K ﹤0.01%
47
-3
FICO icon
772
Fair Isaac
FICO
$41.3B
$5.48K ﹤0.01%
+3
PDD icon
773
Pinduoduo
PDD
$186B
$5.44K ﹤0.01%
52
+9
FMC icon
774
FMC
FMC
$1.74B
$5.43K ﹤0.01%
130
+52
CVNA icon
775
Carvana
CVNA
$45B
$5.39K ﹤0.01%
16
+9
29 30
31
32 33