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
CALX icon
1076
Calix
CALX
$3.89B
$1.86K ﹤0.01%
+35
EQNR icon
1077
Equinor
EQNR
$61.4B
$1.86K ﹤0.01%
74
+44
CRVL icon
1078
CorVel
CRVL
$3.8B
$1.85K ﹤0.01%
18
+9
AOSL icon
1079
Alpha and Omega Semiconductor
AOSL
$555M
$1.85K ﹤0.01%
+72
RES icon
1080
RPC Inc
RES
$1.19B
$1.84K ﹤0.01%
+390
PDS
1081
Precision Drilling
PDS
$771M
$1.84K ﹤0.01%
+39
BWA icon
1082
BorgWarner
BWA
$9.58B
$1.84K ﹤0.01%
+55
PJT icon
1083
PJT Partners
PJT
$4.05B
$1.82K ﹤0.01%
11
+2
NRC icon
1084
National Research Corp
NRC
$345M
$1.81K ﹤0.01%
108
-13
INVA icon
1085
Innoviva
INVA
$1.66B
$1.81K ﹤0.01%
+90
KEYS icon
1086
Keysight
KEYS
$30.8B
$1.8K ﹤0.01%
11
+8
CCRN icon
1087
Cross Country Healthcare
CCRN
$365M
$1.8K ﹤0.01%
138
+73
CDW icon
1088
CDW
CDW
$18.9B
$1.79K ﹤0.01%
10
-95
AVA icon
1089
Avista
AVA
$3.35B
$1.78K ﹤0.01%
+47
UCTT icon
1090
Ultra Clean Holdings
UCTT
$1.08B
$1.78K ﹤0.01%
+79
VTYX icon
1091
Ventyx Biosciences
VTYX
$660M
$1.78K ﹤0.01%
+833
WEC icon
1092
WEC Energy
WEC
$36.1B
$1.77K ﹤0.01%
+17
SJM icon
1093
J.M. Smucker
SJM
$11.6B
$1.77K ﹤0.01%
18
+9
FAST icon
1094
Fastenal
FAST
$46.4B
$1.76K ﹤0.01%
42
+12
AMLX icon
1095
Amylyx Pharmaceuticals
AMLX
$1.39B
$1.76K ﹤0.01%
274
CLB icon
1096
Core Laboratories
CLB
$717M
$1.75K ﹤0.01%
+152
PII icon
1097
Polaris
PII
$3.62B
$1.75K ﹤0.01%
43
+22
NODK icon
1098
NI Holdings
NODK
$282M
$1.75K ﹤0.01%
+137
GMRE
1099
Global Medical REIT
GMRE
$439M
$1.74K ﹤0.01%
50
+22
NBR icon
1100
Nabors Industries
NBR
$719M
$1.74K ﹤0.01%
+62