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

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
EWY icon
926
iShares MSCI South Korea ETF
EWY
$6.96B
$5.05K ﹤0.01%
63
ENB icon
927
Enbridge
ENB
$107B
$5.05K ﹤0.01%
100
ITA icon
928
iShares US Aerospace & Defense ETF
ITA
$11.7B
$5.02K ﹤0.01%
+24
UBS icon
929
UBS Group
UBS
$120B
$5K ﹤0.01%
122
AIQ icon
930
Global X Artificial Intelligence & Technology ETF
AIQ
$7B
$4.94K ﹤0.01%
100
JHG icon
931
Janus Henderson
JHG
$6.77B
$4.9K ﹤0.01%
110
+77
BB icon
932
BlackBerry
BB
$2.35B
$4.88K ﹤0.01%
1,000
SBSW icon
933
Sibanye-Stillwater
SBSW
$9.29B
$4.86K ﹤0.01%
432
+324
CRDO icon
934
Credo Technology Group
CRDO
$29.6B
$4.81K ﹤0.01%
33
+9
ZS icon
935
Zscaler
ZS
$38.8B
$4.79K ﹤0.01%
+16
CIB icon
936
Grupo Cibest SA
CIB
$14.9B
$4.78K ﹤0.01%
92
THG icon
937
Hanover Insurance
THG
$6.62B
$4.72K ﹤0.01%
26
+15
AER icon
938
AerCap
AER
$22.4B
$4.72K ﹤0.01%
39
-8
CRL icon
939
Charles River Laboratories
CRL
$8.67B
$4.69K ﹤0.01%
30
+3
IONQ icon
940
IonQ
IONQ
$16.7B
$4.67K ﹤0.01%
76
+14
TPL icon
941
Texas Pacific Land
TPL
$19.6B
$4.67K ﹤0.01%
5
CF icon
942
CF Industries
CF
$12.4B
$4.67K ﹤0.01%
52
+41
AFG icon
943
American Financial Group
AFG
$11.3B
$4.66K ﹤0.01%
32
+5
SSB icon
944
SouthState Bank Corp
SSB
$9.05B
$4.65K ﹤0.01%
47
+7
FSLR icon
945
First Solar
FSLR
$28.3B
$4.63K ﹤0.01%
+21
SPYD icon
946
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.32B
$4.62K ﹤0.01%
105
RDDT icon
947
Reddit
RDDT
$42.3B
$4.6K ﹤0.01%
20
+10
RGTI icon
948
Rigetti Computing
RGTI
$7.74B
$4.59K ﹤0.01%
154
+47
VT icon
949
Vanguard Total World Stock ETF
VT
$57B
$4.55K ﹤0.01%
33
BALL icon
950
Ball Corp
BALL
$13.1B
$4.54K ﹤0.01%
90