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 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
UMC icon
926
United Microelectronic
UMC
$23.4B
$2.87K ﹤0.01%
375
+174
PSNL icon
927
Personalis
PSNL
$878M
$2.87K ﹤0.01%
+437
CAG icon
928
Conagra Brands
CAG
$8.11B
$2.87K ﹤0.01%
140
+102
CAH icon
929
Cardinal Health
CAH
$50.5B
$2.86K ﹤0.01%
+17
MGM icon
930
MGM Resorts International
MGM
$9.57B
$2.85K ﹤0.01%
83
+23
EFX icon
931
Equifax
EFX
$26.9B
$2.85K ﹤0.01%
+11
AGEN
932
Agenus
AGEN
$114M
$2.84K ﹤0.01%
621
AWR icon
933
American States Water
AWR
$2.94B
$2.84K ﹤0.01%
37
+24
IBN icon
934
ICICI Bank
IBN
$110B
$2.83K ﹤0.01%
+84
GPK icon
935
Graphic Packaging
GPK
$4.51B
$2.8K ﹤0.01%
133
WCN icon
936
Waste Connections
WCN
$42.8B
$2.8K ﹤0.01%
+15
SFM icon
937
Sprouts Farmers Market
SFM
$7.65B
$2.8K ﹤0.01%
17
+5
HBAN icon
938
Huntington Bancshares
HBAN
$28.4B
$2.77K ﹤0.01%
+165
EVH icon
939
Evolent Health
EVH
$421M
$2.76K ﹤0.01%
+245
ADPT icon
940
Adaptive Biotechnologies
ADPT
$2.67B
$2.75K ﹤0.01%
236
+212
DOV icon
941
Dover
DOV
$28.3B
$2.75K ﹤0.01%
15
DG icon
942
Dollar General
DG
$32.7B
$2.75K ﹤0.01%
+24
RIFR
943
Russell Investments Global Infrastructure ETF
RIFR
$31.4M
$2.72K ﹤0.01%
+108
CENX icon
944
Century Aluminum
CENX
$4.44B
$2.72K ﹤0.01%
+151
CRGY icon
945
Crescent Energy
CRGY
$2.75B
$2.71K ﹤0.01%
+315
RVTY icon
946
Revvity
RVTY
$12.8B
$2.71K ﹤0.01%
28
+23
FHI icon
947
Federated Hermes
FHI
$4.22B
$2.7K ﹤0.01%
61
+35
CIVI icon
948
Civitas Resources
CIVI
$2.25B
$2.7K ﹤0.01%
98
-66
VIV icon
949
Telefônica Brasil
VIV
$19.3B
$2.69K ﹤0.01%
236
TRUE icon
950
TrueCar
TRUE
$188M
$2.69K ﹤0.01%
+1,414