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
$14.8B
$2.46K ﹤0.01%
275
-98
EXE
977
Expand Energy Corp
EXE
$23.8B
$2.46K ﹤0.01%
+21
SNV
978
DELISTED
Synovus
SNV
$2.45K ﹤0.01%
47
+45
WAT icon
979
Waters Corp
WAT
$23.1B
$2.44K ﹤0.01%
7
+4
BKSY icon
980
BlackSky Technology
BKSY
$991M
$2.43K ﹤0.01%
+118
TTWO icon
981
Take-Two Interactive
TTWO
$44.4B
$2.43K ﹤0.01%
+10
REXR icon
982
Rexford Industrial Realty
REXR
$9.55B
$2.42K ﹤0.01%
68
+18
NVT icon
983
nVent Electric
NVT
$18.2B
$2.42K ﹤0.01%
+33
FTAI icon
984
FTAI Aviation
FTAI
$28.1B
$2.42K ﹤0.01%
+21
SGMT icon
985
Sagimet Biosciences
SGMT
$200M
$2.42K ﹤0.01%
+317
RIG icon
986
Transocean
RIG
$4.66B
$2.41K ﹤0.01%
932
+635
LPL icon
987
LG Display
LPL
$4.33B
$2.39K ﹤0.01%
+700
KSA icon
988
iShares MSCI Saudi Arabia ETF
KSA
$636M
$2.39K ﹤0.01%
62
OMC icon
989
Omnicom Group
OMC
$25.1B
$2.38K ﹤0.01%
33
+26
TIMB icon
990
TIM SA
TIMB
$10.2B
$2.35K ﹤0.01%
117
SAND
991
DELISTED
Sandstorm Gold
SAND
$2.35K ﹤0.01%
250
AKRO
992
DELISTED
Akero Therapeutics
AKRO
$2.35K ﹤0.01%
+44
NTAP icon
993
NetApp
NTAP
$20.6B
$2.35K ﹤0.01%
22
+16
PAYX icon
994
Paychex
PAYX
$39.9B
$2.33K ﹤0.01%
+16
ROK icon
995
Rockwell Automation
ROK
$46.7B
$2.33K ﹤0.01%
+7
STLD icon
996
Steel Dynamics
STLD
$25.3B
$2.31K ﹤0.01%
+18
EPAM icon
997
EPAM Systems
EPAM
$11.7B
$2.3K ﹤0.01%
13
-80
BBAI icon
998
BigBear.ai
BBAI
$2.67B
$2.29K ﹤0.01%
337
CFG icon
999
Citizens Financial Group
CFG
$26.1B
$2.28K ﹤0.01%
+51
ACHC icon
1000
Acadia Healthcare
ACHC
$1.06B
$2.27K ﹤0.01%
+100