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
SPPP
901
Sprott Physical Platinum and Palladium Trust
SPPP
$485M
$3.23K ﹤0.01%
275
KRNY icon
902
Kearny Financial
KRNY
$407M
$3.22K ﹤0.01%
+499
AJG icon
903
Arthur J. Gallagher & Co
AJG
$66.4B
$3.2K ﹤0.01%
+10
SE icon
904
Sea Limited
SE
$83.4B
$3.2K ﹤0.01%
20
+7
CMCO icon
905
Columbus McKinnon
CMCO
$429M
$3.19K ﹤0.01%
+209
LYG icon
906
Lloyds Banking Group
LYG
$71B
$3.17K ﹤0.01%
746
+303
PARA
907
DELISTED
Paramount Global Class B
PARA
$3.16K ﹤0.01%
245
CWEN icon
908
Clearway Energy Class C
CWEN
$4.3B
$3.14K ﹤0.01%
+98
POWI icon
909
Power Integrations
POWI
$1.91B
$3.13K ﹤0.01%
56
+18
BTE icon
910
Baytex Energy
BTE
$2.43B
$3.12K ﹤0.01%
+1,743
BASE
911
DELISTED
Couchbase
BASE
$3.1K ﹤0.01%
+127
BIDU icon
912
Baidu
BIDU
$39.9B
$3.09K ﹤0.01%
36
+5
EIDO icon
913
iShares MSCI Indonesia ETF
EIDO
$319M
$3.02K ﹤0.01%
171
TXG icon
914
10x Genomics
TXG
$2.01B
$3.01K ﹤0.01%
260
+206
BVN icon
915
Compañía de Minas Buenaventura
BVN
$5.98B
$2.99K ﹤0.01%
182
GTY
916
Getty Realty Corp
GTY
$1.62B
$2.99K ﹤0.01%
108
-342
MOH icon
917
Molina Healthcare
MOH
$7.07B
$2.98K ﹤0.01%
10
+8
TMHC icon
918
Taylor Morrison
TMHC
$5.84B
$2.95K ﹤0.01%
+48
GLW icon
919
Corning
GLW
$70.4B
$2.95K ﹤0.01%
56
+36
NET icon
920
Cloudflare
NET
$73.8B
$2.94K ﹤0.01%
15
-17
IGE icon
921
iShares North American Natural Resources ETF
IGE
$627M
$2.92K ﹤0.01%
66
EQH icon
922
Equitable Holdings
EQH
$12.8B
$2.92K ﹤0.01%
+52
LEGN icon
923
Legend Biotech
LEGN
$5.59B
$2.88K ﹤0.01%
81
+41
DLTR icon
924
Dollar Tree
DLTR
$21.4B
$2.87K ﹤0.01%
29
+5
VMC icon
925
Vulcan Materials
VMC
$37.1B
$2.87K ﹤0.01%
+11
35 36
37
38 39