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
AES icon
851
AES
AES
$9.84B
$4.08K ﹤0.01%
+388
CRWV
852
CoreWeave Inc
CRWV
$38.5B
$4.08K ﹤0.01%
+25
NE icon
853
Noble Corp
NE
$4.82B
$4.06K ﹤0.01%
153
+53
RBLX icon
854
Roblox
RBLX
$71.8B
$4K ﹤0.01%
38
+28
EWU icon
855
iShares MSCI United Kingdom ETF
EWU
$2.92B
$3.97K ﹤0.01%
100
SKM icon
856
SK Telecom
SKM
$7.82B
$3.95K ﹤0.01%
169
+89
AXS icon
857
AXIS Capital
AXS
$7.87B
$3.95K ﹤0.01%
+38
FDVV icon
858
Fidelity High Dividend ETF
FDVV
$6.99B
$3.94K ﹤0.01%
76
-76
FLO icon
859
Flowers Foods
FLO
$2.41B
$3.93K ﹤0.01%
246
+146
SMFG icon
860
Sumitomo Mitsui Financial
SMFG
$112B
$3.93K ﹤0.01%
260
+125
EW icon
861
Edwards Lifesciences
EW
$50.1B
$3.91K ﹤0.01%
50
+26
CNC icon
862
Centene
CNC
$17.9B
$3.91K ﹤0.01%
+72
TEVA icon
863
Teva Pharmaceuticals
TEVA
$29.2B
$3.91K ﹤0.01%
233
+33
FHLC icon
864
Fidelity MSCI Health Care Index ETF
FHLC
$2.71B
$3.9K ﹤0.01%
61
MNST icon
865
Monster Beverage
MNST
$69.7B
$3.88K ﹤0.01%
+62
FIDU icon
866
Fidelity MSCI Industrials Index ETF
FIDU
$1.51B
$3.88K ﹤0.01%
50
HBNC icon
867
Horizon Bancorp
HBNC
$827M
$3.85K ﹤0.01%
+250
NTGR icon
868
NETGEAR
NTGR
$788M
$3.84K ﹤0.01%
+132
MMYT icon
869
MakeMyTrip
MMYT
$7.25B
$3.82K ﹤0.01%
39
+14
PUMP icon
870
ProPetro Holding
PUMP
$1.03B
$3.81K ﹤0.01%
639
+502
RSPH icon
871
Invesco S&P 500 Equal Weight Health Care ETF
RSPH
$752M
$3.79K ﹤0.01%
130
TS icon
872
Tenaris
TS
$21.1B
$3.78K ﹤0.01%
101
+15
ITT icon
873
ITT
ITT
$14.4B
$3.76K ﹤0.01%
+24
FIX icon
874
Comfort Systems
FIX
$32.1B
$3.75K ﹤0.01%
+7
MARA icon
875
Marathon Digital Holdings
MARA
$4.53B
$3.7K ﹤0.01%
236
+105