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
BWA icon
1076
BorgWarner
BWA
$9.28B
$2.9K ﹤0.01%
66
+11
UTMD icon
1077
Utah Medical Products
UTMD
$176M
$2.9K ﹤0.01%
46
+9
KFRC icon
1078
Kforce
KFRC
$547M
$2.88K ﹤0.01%
96
+72
FNB icon
1079
FNB Corp
FNB
$6B
$2.87K ﹤0.01%
+178
UCTT icon
1080
Ultra Clean Holdings
UCTT
$1.17B
$2.86K ﹤0.01%
105
+26
KKR icon
1081
KKR & Co
KKR
$110B
$2.86K ﹤0.01%
22
+13
IPGP icon
1082
IPG Photonics
IPGP
$3.45B
$2.85K ﹤0.01%
36
PSNL icon
1083
Personalis
PSNL
$892M
$2.85K ﹤0.01%
437
ETHA
1084
iShares Ethereum Trust ETF
ETHA
$1.74B
$2.84K ﹤0.01%
90
EQT icon
1085
EQT Corp
EQT
$36.8B
$2.83K ﹤0.01%
52
+44
SEE icon
1086
Sealed Air
SEE
$6.31B
$2.83K ﹤0.01%
80
UMC icon
1087
United Microelectronic
UMC
$19.4B
$2.82K ﹤0.01%
372
-3
RBA icon
1088
RB Global
RBA
$18.2B
$2.82K ﹤0.01%
26
+5
CRGY icon
1089
Crescent Energy
CRGY
$2.39B
$2.81K ﹤0.01%
315
BILI icon
1090
Bilibili
BILI
$10.7B
$2.81K ﹤0.01%
100
+44
CWEN icon
1091
Clearway Energy Class C
CWEN
$4.19B
$2.77K ﹤0.01%
98
STWD icon
1092
Starwood Property Trust
STWD
$6.78B
$2.75K ﹤0.01%
142
+42
SAM icon
1093
Boston Beer
SAM
$2.09B
$2.75K ﹤0.01%
13
+9
COOP
1094
DELISTED
Mr. Cooper
COOP
$2.74K ﹤0.01%
13
+2
MCRB icon
1095
Seres Therapeutics
MCRB
$154M
$2.73K ﹤0.01%
142
NLR icon
1096
VanEck Uranium + Nuclear Energy ETF
NLR
$3.61B
$2.71K ﹤0.01%
+20
OMF icon
1097
OneMain Financial
OMF
$7.49B
$2.71K ﹤0.01%
48
+12
KDP icon
1098
Keurig Dr Pepper
KDP
$38.1B
$2.71K ﹤0.01%
106
+91
VONG icon
1099
Vanguard Russell 1000 Growth ETF
VONG
$33.7B
$2.68K ﹤0.01%
+22
EQNR icon
1100
Equinor
EQNR
$57.1B
$2.66K ﹤0.01%
109
+35
42 43
44
45 46