PWA

Physician Wealth Advisors Portfolio holdings

AUM $719M
1-Year Est. Return 20.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$719M
AUM Growth
-$128K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,264
New
Increased
Reduced
Closed

Top Buys

1
+$34.7M
2
+$20.8M
3
+$3.34M
4
SHLD icon
Global X Defense Tech ETF
SHLD
+$3.07M
5
GBCI icon
Glacier Bancorp
GBCI
+$2.09M

Top Sells

1
+$23.4M
2
+$15.6M
3
+$8.77M
4
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$5.78M
5
DYNF icon
BlackRock US Equity Factor Rotation ETF
DYNF
+$5.15M

Sector Composition

1 Technology 5.93%
2 Financials 1.92%
3 Healthcare 1.59%
4 Consumer Discretionary 1.29%
5 Communication Services 0.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WDAY icon
926
Workday
WDAY
$36.5B
$6.5K ﹤0.01%
50
-52
NI icon
927
NiSource
NI
$22B
$6.49K ﹤0.01%
139
+48
CP icon
928
Canadian Pacific Kansas City
CP
$79.1B
$6.45K ﹤0.01%
82
VLY icon
929
Valley National Bancorp
VLY
$7.64B
$6.42K ﹤0.01%
523
TU icon
930
Telus
TU
$19.2B
$6.42K ﹤0.01%
500
JLL icon
931
Jones Lang LaSalle
JLL
$13.4B
$6.39K ﹤0.01%
21
+7
HLN icon
932
Haleon
HLN
$39.6B
$6.39K ﹤0.01%
638
+45
THO icon
933
Thor Industries
THO
$3.9B
$6.31K ﹤0.01%
79
-5
EVR icon
934
Evercore
EVR
$13.4B
$6.27K ﹤0.01%
21
+1
AER icon
935
AerCap
AER
$21.2B
$6.17K ﹤0.01%
45
PNW icon
936
Pinnacle West Capital
PNW
$12B
$6.15K ﹤0.01%
61
+27
WIT icon
937
Wipro
WIT
$22.3B
$6.14K ﹤0.01%
2,894
-265
VTRS icon
938
Viatris
VTRS
$18.5B
$6.13K ﹤0.01%
454
+18
LYB icon
939
LyondellBasell Industries
LYB
$21.4B
$6.12K ﹤0.01%
76
-128
AREC icon
940
American Resources Corp
AREC
$255M
$6.12K ﹤0.01%
2,529
CUBE icon
941
CubeSmart
CUBE
$8.85B
$6.12K ﹤0.01%
167
+129
UPBD icon
942
Upbound Group
UPBD
$1.06B
$6.1K ﹤0.01%
338
RDY icon
943
Dr. Reddy's Laboratories
RDY
$11B
$6.09K ﹤0.01%
440
-154
TEX icon
944
Terex
TEX
$7.16B
$6.09K ﹤0.01%
103
FHB icon
945
First Hawaiian
FHB
$3.22B
$6.09K ﹤0.01%
247
+202
LPL icon
946
LG Display
LPL
$5.49B
$6.08K ﹤0.01%
1,566
+866
BYD icon
947
Boyd Gaming
BYD
$6.46B
$6K ﹤0.01%
73
+41
MFG icon
948
Mizuho Financial
MFG
$119B
$6K ﹤0.01%
755
-10
ELS icon
949
Equity Lifestyle Properties
ELS
$12B
$5.99K ﹤0.01%
96
-8
CTSH icon
950
Cognizant
CTSH
$25.3B
$5.95K ﹤0.01%
97
-245
36 37
38
39 40