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

Top Buys

1
+$12.4M
2
+$6.99M
3
+$6.15M
4
SHLD icon
Global X Defense Tech ETF
SHLD
+$5.38M
5
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$4.15M

Top Sells

1
+$8.48M
2
+$8.04M
3
+$6.73M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$3.99M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.7M

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
TTE icon
876
TotalEnergies
TTE
$141B
$6.09K ﹤0.01%
102
-12
CIVI icon
877
Civitas Resources
CIVI
$2.53B
$6.08K ﹤0.01%
187
+89
DB icon
878
Deutsche Bank
DB
$68.1B
$6.02K ﹤0.01%
170
HIW icon
879
Highwoods Properties
HIW
$3.02B
$6.01K ﹤0.01%
189
+34
GIL icon
880
Gildan
GIL
$8.59B
$5.98K ﹤0.01%
103
TTD icon
881
Trade Desk
TTD
$19.1B
$5.88K ﹤0.01%
120
-24
LDOS icon
882
Leidos
LDOS
$24.1B
$5.86K ﹤0.01%
31
+26
IP icon
883
International Paper
IP
$20.7B
$5.85K ﹤0.01%
126
-16
AIN icon
884
Albany International
AIN
$1.36B
$5.81K ﹤0.01%
109
EW icon
885
Edwards Lifesciences
EW
$49.5B
$5.75K ﹤0.01%
74
+24
AXON icon
886
Axon Enterprise
AXON
$42.1B
$5.74K ﹤0.01%
8
+1
ITT icon
887
ITT
ITT
$14.2B
$5.72K ﹤0.01%
32
+8
DGX icon
888
Quest Diagnostics
DGX
$20.4B
$5.72K ﹤0.01%
30
+19
BMI icon
889
Badger Meter
BMI
$5.11B
$5.71K ﹤0.01%
32
+2
KEY icon
890
KeyCorp
KEY
$20.4B
$5.7K ﹤0.01%
+305
THC icon
891
Tenet Healthcare
THC
$18.9B
$5.69K ﹤0.01%
28
WAB icon
892
Wabtec
WAB
$35.7B
$5.63K ﹤0.01%
28
+11
ODFL icon
893
Old Dominion Freight Line
ODFL
$29.2B
$5.63K ﹤0.01%
40
+36
PKX icon
894
POSCO
PKX
$16.1B
$5.61K ﹤0.01%
114
+26
PPL icon
895
PPL Corp
PPL
$26.5B
$5.57K ﹤0.01%
+150
GPC icon
896
Genuine Parts
GPC
$18.1B
$5.54K ﹤0.01%
40
+4
AVDE icon
897
Avantis International Equity ETF
AVDE
$10.9B
$5.52K ﹤0.01%
70
CVAC icon
898
CureVac
CVAC
$1.17B
$5.51K ﹤0.01%
1,022
COLB icon
899
Columbia Banking Systems
COLB
$8.4B
$5.48K ﹤0.01%
213
+184
PPTA
900
Perpetua Resources
PPTA
$3.08B
$5.46K ﹤0.01%
270
34 35
36
37 38