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
EQR icon
951
Equity Residential
EQR
$24.8B
$5.92K ﹤0.01%
100
-2,196
IRWD icon
952
Ironwood Pharmaceuticals
IRWD
$560M
$5.86K ﹤0.01%
1,669
CCI icon
953
Crown Castle
CCI
$40.9B
$5.86K ﹤0.01%
72
+13
THC icon
954
Tenet Healthcare
THC
$14.2B
$5.85K ﹤0.01%
31
-4
CLB icon
955
Core Laboratories
CLB
$616M
$5.84K ﹤0.01%
348
COLB icon
956
Columbia Banking Systems
COLB
$8.28B
$5.84K ﹤0.01%
213
RYAAY icon
957
Ryanair
RYAAY
$29.7B
$5.84K ﹤0.01%
101
+14
KEY icon
958
KeyCorp
KEY
$23.5B
$5.83K ﹤0.01%
291
+234
CHRD icon
959
Chord Energy
CHRD
$7.92B
$5.83K ﹤0.01%
+41
OLMA icon
960
Olema Pharmaceuticals
OLMA
$933M
$5.83K ﹤0.01%
391
ON icon
961
ON Semiconductor
ON
$51.3B
$5.82K ﹤0.01%
94
ICL icon
962
ICL Group
ICL
$7.6B
$5.81K ﹤0.01%
1,122
-356
GIL icon
963
Gildan
GIL
$10.8B
$5.75K ﹤0.01%
103
IP icon
964
International Paper
IP
$17.9B
$5.75K ﹤0.01%
161
-71
MTDR icon
965
Matador Resources
MTDR
$7.02B
$5.72K ﹤0.01%
91
+78
DLB icon
966
Dolby
DLB
$5.19B
$5.71K ﹤0.01%
95
+49
TS icon
967
Tenaris
TS
$32.3B
$5.7K ﹤0.01%
98
BRX icon
968
Brixmor Property Group
BRX
$9.31B
$5.67K ﹤0.01%
197
+156
RMD icon
969
ResMed
RMD
$28.2B
$5.61K ﹤0.01%
25
-11
HEFA icon
970
iShares Currency Hedged MSCI EAFE ETF
HEFA
$7.18B
$5.61K ﹤0.01%
132
-81
DCI icon
971
Donaldson
DCI
$9.88B
$5.6K ﹤0.01%
66
EXPE icon
972
Expedia Group
EXPE
$27.3B
$5.54K ﹤0.01%
24
-15
CIBR icon
973
First Trust NASDAQ Cybersecurity ETF
CIBR
$13.9B
$5.53K ﹤0.01%
+88
TXG icon
974
10x Genomics
TXG
$4.25B
$5.52K ﹤0.01%
260
OGE icon
975
OGE Energy
OGE
$9.58B
$5.52K ﹤0.01%
115
+41
37 38
39
40 41