PWA

Physician Wealth Advisors Portfolio holdings

AUM $719M
1-Year Est. Return 19.48%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$719M
AUM Growth
+$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,181
New
Increased
Reduced
Closed

Top Buys

1
+$9.13M
2
+$5.12M
3
+$4.48M
4
VCRM
Vanguard Core Tax-Exempt Bond ETF
VCRM
+$1.15M
5
BAI
iShares A.I. Innovation and Tech Active ETF
BAI
+$999K

Top Sells

1
+$11.4M
2
+$4.55M
3
+$1.8M
4
UNP icon
Union Pacific
UNP
+$1.29M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$1.08M

Sector Composition

1 Technology 6.33%
2 Financials 1.69%
3 Healthcare 1.66%
4 Consumer Discretionary 1.44%
5 Communication Services 0.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HASI icon
901
Hannon Armstrong Sustainable Infrastructure Capital
HASI
$5.2B
$6.29K ﹤0.01%
200
RYAAY icon
902
Ryanair
RYAAY
$31.5B
$6.28K ﹤0.01%
87
PKX icon
903
POSCO
PKX
$20.3B
$6.28K ﹤0.01%
118
+4
AREC icon
904
American Resources Corp
AREC
$251M
$6.27K ﹤0.01%
2,529
GPC icon
905
Genuine Parts
GPC
$15.7B
$6.27K ﹤0.01%
51
+11
ACGL icon
906
Arch Capital
ACGL
$34.7B
$6.24K ﹤0.01%
65
-72
OMF icon
907
OneMain Financial
OMF
$7.02B
$6.21K ﹤0.01%
92
+44
CRDO icon
908
Credo Technology Group
CRDO
$32.2B
$6.19K ﹤0.01%
43
+10
TE
909
T1 Energy Inc
TE
$1.39B
$6.13K ﹤0.01%
917
EWY icon
910
iShares MSCI South Korea ETF
EWY
$19.7B
$6.13K ﹤0.01%
63
LNT icon
911
Alliant Energy
LNT
$18.7B
$6.11K ﹤0.01%
94
+87
VLY icon
912
Valley National Bancorp
VLY
$7.53B
$6.11K ﹤0.01%
523
+223
SNPS icon
913
Synopsys
SNPS
$88.3B
$6.11K ﹤0.01%
13
RKT icon
914
Rocket Companies
RKT
$48.3B
$6.08K ﹤0.01%
314
+205
TEF
915
DELISTED
Telefonica
TEF
$6.06K ﹤0.01%
1,496
+242
CP icon
916
Canadian Pacific Kansas City
CP
$73.3B
$6.04K ﹤0.01%
82
-20
AKRE
917
Akre Focus ETF
AKRE
$6.82B
$6.03K ﹤0.01%
+92
TW icon
918
Tradeweb Markets
TW
$24.5B
$6.02K ﹤0.01%
56
-12
HLN icon
919
Haleon
HLN
$43.1B
$6K ﹤0.01%
593
+178
CRL icon
920
Charles River Laboratories
CRL
$9.15B
$5.99K ﹤0.01%
30
NUS icon
921
Nu Skin
NUS
$385M
$5.97K ﹤0.01%
621
CAH icon
922
Cardinal Health
CAH
$49.7B
$5.96K ﹤0.01%
29
-13
COLB icon
923
Columbia Banking Systems
COLB
$8.61B
$5.95K ﹤0.01%
213
UPBD icon
924
Upbound Group
UPBD
$1.16B
$5.94K ﹤0.01%
338
STT icon
925
State Street
STT
$41.6B
$5.93K ﹤0.01%
46
-35
35 36
37
38 39