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
DNLI icon
1051
Denali Therapeutics
DNLI
$2.56B
$1.96K ﹤0.01%
+140
KRC icon
1052
Kilroy Realty
KRC
$4.83B
$1.96K ﹤0.01%
57
+22
CNR
1053
Core Natural Resources Inc
CNR
$4.22B
$1.95K ﹤0.01%
28
+6
SB icon
1054
Safe Bulkers
SB
$494M
$1.95K ﹤0.01%
540
+345
FULC icon
1055
Fulcrum Therapeutics
FULC
$468M
$1.95K ﹤0.01%
+283
QBTS icon
1056
D-Wave Quantum
QBTS
$8.27B
$1.95K ﹤0.01%
+133
DFAT icon
1057
Dimensional US Targeted Value ETF
DFAT
$11.3B
$1.94K ﹤0.01%
36
ESTC icon
1058
Elastic
ESTC
$9.65B
$1.94K ﹤0.01%
23
-15
CURI icon
1059
CuriosityStream
CURI
$265M
$1.94K ﹤0.01%
+344
ONC
1060
BeOne Medicines Ltd
ONC
$40.5B
$1.94K ﹤0.01%
8
+5
STE icon
1061
Steris
STE
$25.4B
$1.92K ﹤0.01%
+8
DXCM icon
1062
DexCom
DXCM
$22.6B
$1.92K ﹤0.01%
22
-17
GLOF icon
1063
iShares Global Equity Factor ETF
GLOF
$157M
$1.92K ﹤0.01%
40
BK icon
1064
Bank of New York Mellon
BK
$77B
$1.91K ﹤0.01%
+21
OLN icon
1065
Olin
OLN
$2.3B
$1.91K ﹤0.01%
+95
HI icon
1066
Hillenbrand
HI
$2.23B
$1.91K ﹤0.01%
+95
SUI icon
1067
Sun Communities
SUI
$15.7B
$1.9K ﹤0.01%
+15
HRTG icon
1068
Heritage Insurance Holdings
HRTG
$963M
$1.9K ﹤0.01%
+76
YORW icon
1069
York Water
YORW
$465M
$1.9K ﹤0.01%
60
+20
WASH icon
1070
Washington Trust Bancorp
WASH
$529M
$1.9K ﹤0.01%
+67
FHN icon
1071
First Horizon
FHN
$10.5B
$1.89K ﹤0.01%
+89
ANAB icon
1072
AnaptysBio
ANAB
$936M
$1.89K ﹤0.01%
85
+31
CLS icon
1073
Celestica
CLS
$35.8B
$1.87K ﹤0.01%
+12
THG icon
1074
Hanover Insurance
THG
$6.45B
$1.87K ﹤0.01%
11
+7
SRI icon
1075
Stoneridge
SRI
$160M
$1.87K ﹤0.01%
+265