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
VTRS icon
976
Viatris
VTRS
$12.3B
$2.46K ﹤0.01%
275
-98
EXE
977
Expand Energy Corp
EXE
$27.9B
$2.46K ﹤0.01%
+21
SNV icon
978
Synovus
SNV
$6.49B
$2.45K ﹤0.01%
47
+45
WAT icon
979
Waters Corp
WAT
$22.6B
$2.44K ﹤0.01%
7
+4
BKSY icon
980
BlackSky Technology
BKSY
$475M
$2.43K ﹤0.01%
+118
TTWO icon
981
Take-Two Interactive
TTWO
$43.4B
$2.43K ﹤0.01%
+10
REXR icon
982
Rexford Industrial Realty
REXR
$9.54B
$2.42K ﹤0.01%
68
+18
NVT icon
983
nVent Electric
NVT
$17.2B
$2.42K ﹤0.01%
+33
SGMT icon
984
Sagimet Biosciences
SGMT
$252M
$2.42K ﹤0.01%
+317
FTAI icon
985
FTAI Aviation
FTAI
$16.2B
$2.42K ﹤0.01%
+21
RIG icon
986
Transocean
RIG
$4.42B
$2.41K ﹤0.01%
932
+635
LPL icon
987
LG Display
LPL
$4.47B
$2.39K ﹤0.01%
+700
KSA icon
988
iShares MSCI Saudi Arabia ETF
KSA
$581M
$2.39K ﹤0.01%
62
OMC icon
989
Omnicom Group
OMC
$13.9B
$2.38K ﹤0.01%
33
+26
TIMB icon
990
TIM SA
TIMB
$11.2B
$2.35K ﹤0.01%
117
SAND
991
DELISTED
Sandstorm Gold
SAND
$2.35K ﹤0.01%
250
AKRO icon
992
Akero Therapeutics
AKRO
$4.47B
$2.35K ﹤0.01%
+44
NTAP icon
993
NetApp
NTAP
$21.8B
$2.35K ﹤0.01%
22
+16
PAYX icon
994
Paychex
PAYX
$40.3B
$2.33K ﹤0.01%
+16
ROK icon
995
Rockwell Automation
ROK
$42.3B
$2.33K ﹤0.01%
+7
STLD icon
996
Steel Dynamics
STLD
$22.7B
$2.31K ﹤0.01%
+18
EPAM icon
997
EPAM Systems
EPAM
$9.89B
$2.3K ﹤0.01%
13
-80
BBAI icon
998
BigBear.ai
BBAI
$2.65B
$2.29K ﹤0.01%
337
CFG icon
999
Citizens Financial Group
CFG
$22.2B
$2.28K ﹤0.01%
+51
ACHC icon
1000
Acadia Healthcare
ACHC
$1.45B
$2.27K ﹤0.01%
+100