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
B
1101
Barrick Mining
B
$82.2B
$1.73K ﹤0.01%
83
ASND icon
1102
Ascendis Pharma
ASND
$12.6B
$1.73K ﹤0.01%
10
USAU icon
1103
US Gold Corp
USAU
$319M
$1.72K ﹤0.01%
+141
EWCZ icon
1104
European Wax Center
EWCZ
$177M
$1.72K ﹤0.01%
+305
ST icon
1105
Sensata Technologies
ST
$5.11B
$1.72K ﹤0.01%
+57
ETHA
1106
iShares Ethereum Trust ETF
ETHA
$1.91B
$1.72K ﹤0.01%
90
PCG icon
1107
PG&E
PCG
$34.3B
$1.72K ﹤0.01%
123
+81
CNH
1108
CNH Industrial
CNH
$13.6B
$1.71K ﹤0.01%
132
-186
PNW icon
1109
Pinnacle West Capital
PNW
$11.2B
$1.7K ﹤0.01%
19
+11
TECH icon
1110
Bio-Techne
TECH
$10.7B
$1.7K ﹤0.01%
33
+6
GRAL
1111
GRAIL Inc
GRAL
$3.77B
$1.7K ﹤0.01%
33
ADM icon
1112
Archer Daniels Midland
ADM
$31.3B
$1.69K ﹤0.01%
+32
BEKE icon
1113
KE Holdings
BEKE
$19.6B
$1.69K ﹤0.01%
95
+63
AAL icon
1114
American Airlines Group
AAL
$10.1B
$1.68K ﹤0.01%
+150
GPRE icon
1115
Green Plains
GPRE
$812M
$1.68K ﹤0.01%
+279
XYL icon
1116
Xylem
XYL
$35.6B
$1.68K ﹤0.01%
+13
SDRL icon
1117
Seadrill
SDRL
$2.17B
$1.68K ﹤0.01%
+64
BBBY
1118
Bed Bath & Beyond
BBBY
$500M
$1.68K ﹤0.01%
+268
TDC icon
1119
Teradata
TDC
$2.77B
$1.67K ﹤0.01%
75
+49
TAK icon
1120
Takeda Pharmaceutical
TAK
$51.1B
$1.67K ﹤0.01%
108
+42
AVXL icon
1121
Anavex Life Sciences
AVXL
$448M
$1.67K ﹤0.01%
181
+106
LBRT icon
1122
Liberty Energy
LBRT
$3.27B
$1.67K ﹤0.01%
+145
HSY icon
1123
Hershey
HSY
$40.1B
$1.66K ﹤0.01%
10
+5
GKOS icon
1124
Glaukos
GKOS
$6.91B
$1.65K ﹤0.01%
+16
QFIN icon
1125
Qfin Holdings
QFIN
$2.18B
$1.65K ﹤0.01%
+38