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
SAIA icon
1126
Saia
SAIA
$7.14B
$1.64K ﹤0.01%
+6
COOP
1127
DELISTED
Mr. Cooper
COOP
$1.64K ﹤0.01%
11
+4
FLR icon
1128
Fluor
FLR
$6.83B
$1.64K ﹤0.01%
+32
CDE icon
1129
Coeur Mining
CDE
$9.51B
$1.64K ﹤0.01%
+185
CTSH icon
1130
Cognizant
CTSH
$35B
$1.64K ﹤0.01%
+21
UFCS icon
1131
United Fire Group
UFCS
$947M
$1.64K ﹤0.01%
+57
HUBB icon
1132
Hubbell
HUBB
$23B
$1.63K ﹤0.01%
+4
ACDC icon
1133
ProFrac Holding
ACDC
$691M
$1.63K ﹤0.01%
+210
TPH icon
1134
Tri Pointe Homes
TPH
$2.75B
$1.63K ﹤0.01%
+51
CDP icon
1135
COPT Defense Properties
CDP
$3.27B
$1.63K ﹤0.01%
+59
CYBR icon
1136
CyberArk
CYBR
$24.6B
$1.63K ﹤0.01%
4
+2
PTEN icon
1137
Patterson-UTI
PTEN
$2.27B
$1.63K ﹤0.01%
+274
UNIT
1138
Uniti Group
UNIT
$1.55B
$1.63K ﹤0.01%
376
PEGA icon
1139
Pegasystems
PEGA
$9.65B
$1.62K ﹤0.01%
+30
MRCY icon
1140
Mercury Systems
MRCY
$4.26B
$1.62K ﹤0.01%
+30
BFS
1141
Saul Centers
BFS
$738M
$1.6K ﹤0.01%
+47
VAL icon
1142
Valaris
VAL
$3.97B
$1.6K ﹤0.01%
+38
AUB icon
1143
Atlantic Union Bankshares
AUB
$4.63B
$1.6K ﹤0.01%
+51
EPRT icon
1144
Essential Properties Realty Trust
EPRT
$6.11B
$1.6K ﹤0.01%
+50
LUMN icon
1145
Lumen
LUMN
$8.19B
$1.59K ﹤0.01%
363
+159
HTBK icon
1146
Heritage Commerce
HTBK
$648M
$1.59K ﹤0.01%
160
+65
JHX icon
1147
James Hardie Industries
JHX
$9.67B
$1.59K ﹤0.01%
59
-32
UVE icon
1148
Universal Insurance Holdings
UVE
$965M
$1.58K ﹤0.01%
57
+27
AVY icon
1149
Avery Dennison
AVY
$13.4B
$1.58K ﹤0.01%
+9
SYBT icon
1150
Stock Yards Bancorp
SYBT
$1.96B
$1.58K ﹤0.01%
20
+6