PWA

Physician Wealth Advisors Portfolio holdings

AUM $719M
1-Year Est. Return 20.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$719M
AUM Growth
+$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,181
New
Increased
Reduced
Closed

Top Buys

1
+$9.13M
2
+$5.12M
3
+$4.48M
4
VCRM
Vanguard Core Tax-Exempt Bond ETF
VCRM
+$1.15M
5
BAI
iShares A.I. Innovation and Tech Active ETF
BAI
+$999K

Top Sells

1
+$11.4M
2
+$4.55M
3
+$1.8M
4
UNP icon
Union Pacific
UNP
+$1.29M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$1.08M

Sector Composition

1 Technology 6.33%
2 Financials 1.69%
3 Healthcare 1.66%
4 Consumer Discretionary 1.44%
5 Communication Services 0.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MSM icon
1126
MSC Industrial Direct
MSM
$5.65B
$3.11K ﹤0.01%
37
THG icon
1127
Hanover Insurance
THG
$6.45B
$3.11K ﹤0.01%
17
-9
LUMN icon
1128
Lumen
LUMN
$9.61B
$3.08K ﹤0.01%
396
+33
OMC icon
1129
Omnicom Group
OMC
$21.7B
$3.07K ﹤0.01%
38
+20
SMCI icon
1130
Super Micro Computer
SMCI
$16.8B
$3.04K ﹤0.01%
104
+25
REG icon
1131
Regency Centers
REG
$14.4B
$3.04K ﹤0.01%
44
ATO icon
1132
Atmos Energy
ATO
$31.1B
$3.02K ﹤0.01%
18
+6
PNW icon
1133
Pinnacle West Capital
PNW
$12.3B
$3.02K ﹤0.01%
34
-5
HI
1134
DELISTED
Hillenbrand
HI
$3.01K ﹤0.01%
95
KMT icon
1135
Kennametal
KMT
$2.8B
$3.01K ﹤0.01%
106
+44
MC icon
1136
Moelis & Co
MC
$4.64B
$2.96K ﹤0.01%
43
DLB icon
1137
Dolby
DLB
$5.58B
$2.96K ﹤0.01%
46
+21
LPL icon
1138
LG Display
LPL
$4.32B
$2.95K ﹤0.01%
700
SAIA icon
1139
Saia
SAIA
$10.8B
$2.94K ﹤0.01%
9
+1
ZTO icon
1140
ZTO Express
ZTO
$19.2B
$2.92K ﹤0.01%
140
+27
IREN icon
1141
Iris Energy
IREN
$16.4B
$2.91K ﹤0.01%
77
FLO icon
1142
Flowers Foods
FLO
$1.77B
$2.9K ﹤0.01%
266
+84
YELP icon
1143
Yelp
YELP
$1.6B
$2.89K ﹤0.01%
+95
SNCY icon
1144
Sun Country Airlines
SNCY
$828M
$2.88K ﹤0.01%
200
+94
AUB icon
1145
Atlantic Union Bankshares
AUB
$5.29B
$2.86K ﹤0.01%
81
+30
SUI icon
1146
Sun Communities
SUI
$15.4B
$2.85K ﹤0.01%
23
-28
FORM icon
1147
FormFactor
FORM
$10.5B
$2.85K ﹤0.01%
51
+12
UMAC icon
1148
Unusual Machines
UMAC
$660M
$2.84K ﹤0.01%
223
+58
GRAL
1149
GRAIL Inc
GRAL
$2.39B
$2.83K ﹤0.01%
33
REYN icon
1150
Reynolds Consumer Products
REYN
$4.36B
$2.82K ﹤0.01%
123
44 45
46
47 48