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
$703M
AUM Growth
+$65.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,084
New
Increased
Reduced
Closed

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
PZZA icon
901
Papa John's
PZZA
$1.15B
$5.44K ﹤0.01%
113
GH icon
902
Guardant Health
GH
$14.8B
$5.44K ﹤0.01%
87
-9
IBKR icon
903
Interactive Brokers
IBKR
$33.5B
$5.44K ﹤0.01%
79
+67
LCTD icon
904
iShares World ex U.S. Carbon Transition Readiness Aware Active ETF
LCTD
$237M
$5.38K ﹤0.01%
101
SWK icon
905
Stanley Black & Decker
SWK
$12.2B
$5.35K ﹤0.01%
72
+10
PSTL
906
Postal Realty Trust
PSTL
$488M
$5.35K ﹤0.01%
341
+243
TEVA icon
907
Teva Pharmaceuticals
TEVA
$40.8B
$5.33K ﹤0.01%
264
+31
COLD icon
908
Americold
COLD
$3.54B
$5.33K ﹤0.01%
+435
LPLA icon
909
LPL Financial
LPLA
$29.2B
$5.32K ﹤0.01%
+16
SHV icon
910
iShares 0-1 Year Treasury Bond ETF
SHV
$19.9B
$5.3K ﹤0.01%
48
TEX icon
911
Terex
TEX
$3.74B
$5.28K ﹤0.01%
103
BHF icon
912
Brighthouse Financial
BHF
$3.66B
$5.25K ﹤0.01%
99
RYAAY icon
913
Ryanair
RYAAY
$37.8B
$5.24K ﹤0.01%
87
SU icon
914
Suncor Energy
SU
$63.6B
$5.23K ﹤0.01%
125
+12
MKC icon
915
McCormick & Company Non-Voting
MKC
$16.6B
$5.22K ﹤0.01%
78
+8
BUD icon
916
AB InBev
BUD
$141B
$5.19K ﹤0.01%
87
+22
NFG icon
917
National Fuel Gas
NFG
$7.96B
$5.17K ﹤0.01%
56
OKLO
918
Oklo
OKLO
$11.5B
$5.13K ﹤0.01%
46
+27
FMS icon
919
Fresenius Medical Care
FMS
$13.1B
$5.11K ﹤0.01%
194
AES icon
920
AES
AES
$10.5B
$5.11K ﹤0.01%
388
ARM icon
921
Arm
ARM
$113B
$5.09K ﹤0.01%
36
XIFR
922
XPLR Infrastructure LP
XIFR
$929M
$5.08K ﹤0.01%
+500
LKFN icon
923
Lakeland Financial Corp
LKFN
$1.5B
$5.07K ﹤0.01%
79
GMAB icon
924
Genmab
GMAB
$20.5B
$5.06K ﹤0.01%
165
+70
UNM icon
925
Unum
UNM
$12.7B
$5.06K ﹤0.01%
65