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 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
CENX icon
926
Century Aluminum
CENX
$6.16B
$5.92K ﹤0.01%
151
BITW
927
Bitwise 10 Crypto Index ETF
BITW
$1.01B
$5.88K ﹤0.01%
+100
NOV icon
928
NOV
NOV
$6.9B
$5.86K ﹤0.01%
375
+87
CIB icon
929
Grupo Cibest SA
CIB
$17.6B
$5.85K ﹤0.01%
92
DCI icon
930
Donaldson
DCI
$10.3B
$5.85K ﹤0.01%
66
+17
CIEN icon
931
Ciena
CIEN
$71.7B
$5.85K ﹤0.01%
25
+8
RIO icon
932
Rio Tinto
RIO
$162B
$5.84K ﹤0.01%
73
+14
EMQQ icon
933
EMQQ The Emerging Markets Internet & Ecommerce ETF
EMQQ
$290M
$5.81K ﹤0.01%
144
TTI icon
934
TETRA Technologies
TTI
$1.21B
$5.78K ﹤0.01%
617
PPL icon
935
PPL Corp
PPL
$29.3B
$5.78K ﹤0.01%
165
+15
AVDE icon
936
Avantis International Equity ETF
AVDE
$15.6B
$5.76K ﹤0.01%
70
LUV icon
937
Southwest Airlines
LUV
$20.5B
$5.75K ﹤0.01%
139
+23
PHI icon
938
PLDT
PHI
$4.56B
$5.67K ﹤0.01%
261
+221
NLOP
939
Net Lease Office Properties
NLOP
$190M
$5.67K ﹤0.01%
220
UHS icon
940
Universal Health Services
UHS
$11.1B
$5.67K ﹤0.01%
26
+9
MKC icon
941
McCormick & Company Non-Voting
MKC
$14.6B
$5.65K ﹤0.01%
83
+5
CNP icon
942
CenterPoint Energy
CNP
$28.1B
$5.64K ﹤0.01%
147
+51
BTE icon
943
Baytex Energy
BTE
$3.12B
$5.63K ﹤0.01%
1,743
IRWD icon
944
Ironwood Pharmaceuticals
IRWD
$721M
$5.63K ﹤0.01%
1,669
HL icon
945
Hecla Mining
HL
$13B
$5.6K ﹤0.01%
292
MFG icon
946
Mizuho Financial
MFG
$105B
$5.6K ﹤0.01%
765
+130
CLB icon
947
Core Laboratories
CLB
$760M
$5.58K ﹤0.01%
348
BCS icon
948
Barclays
BCS
$82.4B
$5.57K ﹤0.01%
219
+37
ACHR icon
949
Archer Aviation
ACHR
$4.58B
$5.57K ﹤0.01%
740
+426
AES icon
950
AES
AES
$10.3B
$5.56K ﹤0.01%
388