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
NUS icon
801
Nu Skin
NUS
$469M
$4.96K ﹤0.01%
621
+134
VALE icon
802
Vale
VALE
$52.5B
$4.96K ﹤0.01%
511
THC icon
803
Tenet Healthcare
THC
$17B
$4.93K ﹤0.01%
+28
EXK
804
Endeavour Silver
EXK
$2.27B
$4.92K ﹤0.01%
1,000
UNF icon
805
Unifirst Corp
UNF
$2.92B
$4.89K ﹤0.01%
26
-39
EVR icon
806
Evercore
EVR
$11.9B
$4.86K ﹤0.01%
18
+9
PAYC icon
807
Paycom
PAYC
$9.12B
$4.86K ﹤0.01%
21
LKFN icon
808
Lakeland Financial Corp
LKFN
$1.49B
$4.86K ﹤0.01%
79
HIW icon
809
Highwoods Properties
HIW
$3.2B
$4.82K ﹤0.01%
155
+21
TEX icon
810
Terex
TEX
$3B
$4.81K ﹤0.01%
+103
STAG icon
811
STAG Industrial
STAG
$7.18B
$4.79K ﹤0.01%
132
+32
SNDK
812
Sandisk
SNDK
$37.2B
$4.76K ﹤0.01%
105
NFG icon
813
National Fuel Gas
NFG
$7.32B
$4.74K ﹤0.01%
56
-20
HRI icon
814
Herc Holdings
HRI
$4.44B
$4.74K ﹤0.01%
+36
LH icon
815
Labcorp
LH
$22.1B
$4.73K ﹤0.01%
+18
A icon
816
Agilent Technologies
A
$41.6B
$4.72K ﹤0.01%
+40
KB icon
817
KB Financial Group
KB
$32.2B
$4.71K ﹤0.01%
57
+32
XYZ
818
Block Inc
XYZ
$36.8B
$4.69K ﹤0.01%
69
BB icon
819
BlackBerry
BB
$2.54B
$4.58K ﹤0.01%
1,000
FERG icon
820
Ferguson
FERG
$48.7B
$4.57K ﹤0.01%
21
+10
EHC icon
821
Encompass Health
EHC
$11.4B
$4.54K ﹤0.01%
37
+27
ENB icon
822
Enbridge
ENB
$104B
$4.53K ﹤0.01%
100
EWY icon
823
iShares MSCI South Korea ETF
EWY
$6.61B
$4.52K ﹤0.01%
63
CLX icon
824
Clorox
CLX
$12.6B
$4.51K ﹤0.01%
38
+5
COR icon
825
Cencora
COR
$70.2B
$4.5K ﹤0.01%
15
+12