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
$703M
AUM Growth
+$65.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,084
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$6.99M
3
+$6.15M
4
SHLD icon
Global X Defense Tech ETF
SHLD
+$5.38M
5
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$4.15M

Top Sells

1
+$8.48M
2
+$8.04M
3
+$6.73M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$3.99M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.7M

Sector Composition

1 Technology 7.4%
2 Financials 1.77%
3 Healthcare 1.75%
4 Consumer Discretionary 1.51%
5 Industrials 1.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TMHC icon
1051
Taylor Morrison
TMHC
$6.16B
$3.17K ﹤0.01%
48
AXS icon
1052
AXIS Capital
AXS
$7.83B
$3.16K ﹤0.01%
33
-5
TLK icon
1053
Telkom Indonesia
TLK
$21.4B
$3.14K ﹤0.01%
167
+47
ARKG icon
1054
ARK Genomic Revolution ETF
ARKG
$1.2B
$3.14K ﹤0.01%
113
-220
PCVX icon
1055
Vaxcyte
PCVX
$5.85B
$3.13K ﹤0.01%
87
+26
SAND
1056
DELISTED
Sandstorm Gold
SAND
$3.13K ﹤0.01%
250
KRC icon
1057
Kilroy Realty
KRC
$4.99B
$3.13K ﹤0.01%
74
+17
FHN icon
1058
First Horizon
FHN
$11B
$3.12K ﹤0.01%
138
+49
TS icon
1059
Tenaris
TS
$20.5B
$3.08K ﹤0.01%
86
-15
MC icon
1060
Moelis & Co
MC
$4.7B
$3.07K ﹤0.01%
43
BTU icon
1061
Peabody Energy
BTU
$3.35B
$3.05K ﹤0.01%
115
ACHC icon
1062
Acadia Healthcare
ACHC
$1.49B
$3.05K ﹤0.01%
123
+23
INDI icon
1063
indie Semiconductor
INDI
$776M
$3.04K ﹤0.01%
748
TXG icon
1064
10x Genomics
TXG
$2.27B
$3.04K ﹤0.01%
260
REYN icon
1065
Reynolds Consumer Products
REYN
$5.11B
$3.01K ﹤0.01%
+123
ACHR icon
1066
Archer Aviation
ACHR
$5.62B
$3.01K ﹤0.01%
314
-1,422
VIV icon
1067
Telefônica Brasil
VIV
$21.1B
$3.01K ﹤0.01%
236
KT icon
1068
KT
KT
$8.86B
$3K ﹤0.01%
154
-60
EIDO icon
1069
iShares MSCI Indonesia ETF
EIDO
$324M
$3K ﹤0.01%
171
OSK icon
1070
Oshkosh
OSK
$7.89B
$2.98K ﹤0.01%
23
+4
STE icon
1071
Steris
STE
$25.4B
$2.97K ﹤0.01%
12
+4
CLS icon
1072
Celestica
CLS
$35B
$2.96K ﹤0.01%
12
ALAB icon
1073
Astera Labs
ALAB
$24.1B
$2.94K ﹤0.01%
15
SNEX icon
1074
StoneX
SNEX
$4.63B
$2.93K ﹤0.01%
29
RIG icon
1075
Transocean
RIG
$4.75B
$2.91K ﹤0.01%
932
41 42
43
44 45