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
CHD icon
1026
Church & Dwight Co
CHD
$20.2B
$2.12K ﹤0.01%
+22
INSM icon
1027
Insmed
INSM
$41.2B
$2.11K ﹤0.01%
21
+8
UTMD icon
1028
Utah Medical Products
UTMD
$177M
$2.11K ﹤0.01%
+37
ASAN icon
1029
Asana
ASAN
$3B
$2.11K ﹤0.01%
156
+63
SAFE
1030
Safehold
SAFE
$962M
$2.1K ﹤0.01%
+135
AREC icon
1031
American Resources Corp
AREC
$301M
$2.1K ﹤0.01%
+2,529
FDLO icon
1032
Fidelity Low Volatility Factor ETF
FDLO
$1.36B
$2.09K ﹤0.01%
33
NRG icon
1033
NRG Energy
NRG
$31.7B
$2.09K ﹤0.01%
+13
TNK icon
1034
Teekay Tankers
TNK
$2.16B
$2.09K ﹤0.01%
50
LOPE icon
1035
Grand Canyon Education
LOPE
$4.69B
$2.08K ﹤0.01%
11
TTI icon
1036
TETRA Technologies
TTI
$1.03B
$2.07K ﹤0.01%
+617
OMF icon
1037
OneMain Financial
OMF
$6.97B
$2.05K ﹤0.01%
+36
CHX
1038
DELISTED
ChampionX
CHX
$2.04K ﹤0.01%
82
+45
TLK icon
1039
Telkom Indonesia
TLK
$20.8B
$2.03K ﹤0.01%
120
-97
EXEL icon
1040
Exelixis
EXEL
$11.2B
$2.03K ﹤0.01%
46
+28
PEG icon
1041
Public Service Enterprise Group
PEG
$41.3B
$2.02K ﹤0.01%
24
+17
DEO icon
1042
Diageo
DEO
$52.6B
$2.02K ﹤0.01%
20
+10
STWD icon
1043
Starwood Property Trust
STWD
$6.6B
$2.01K ﹤0.01%
100
AVAV icon
1044
AeroVironment
AVAV
$14.5B
$2K ﹤0.01%
+7
ASX icon
1045
ASE Group
ASX
$31.9B
$1.99K ﹤0.01%
193
+117
PCVX icon
1046
Vaxcyte
PCVX
$6.37B
$1.98K ﹤0.01%
61
+47
DGX icon
1047
Quest Diagnostics
DGX
$20.8B
$1.98K ﹤0.01%
+11
HTZ icon
1048
Hertz
HTZ
$1.76B
$1.97K ﹤0.01%
289
AMED
1049
DELISTED
Amedisys
AMED
$1.97K ﹤0.01%
+20
GMAB icon
1050
Genmab
GMAB
$18.6B
$1.96K ﹤0.01%
+95