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
ZBH icon
1151
Zimmer Biomet
ZBH
$17.3B
$2.36K ﹤0.01%
+24
GHC icon
1152
Graham Holdings Company
GHC
$4.98B
$2.35K ﹤0.01%
+2
AOS icon
1153
A.O. Smith
AOS
$10.1B
$2.35K ﹤0.01%
32
+13
SNV
1154
DELISTED
Synovus
SNV
$2.32K ﹤0.01%
47
USAU icon
1155
US Gold Corp
USAU
$319M
$2.32K ﹤0.01%
141
MRCY icon
1156
Mercury Systems
MRCY
$6.19B
$2.32K ﹤0.01%
30
UEC icon
1157
Uranium Energy
UEC
$8.64B
$2.32K ﹤0.01%
174
+103
RUN icon
1158
Sunrun
RUN
$4.23B
$2.32K ﹤0.01%
134
HTHT icon
1159
Huazhu Hotels Group
HTHT
$15.1B
$2.31K ﹤0.01%
59
+32
PEGA icon
1160
Pegasystems
PEGA
$8.82B
$2.3K ﹤0.01%
40
+10
ABEV icon
1161
Ambev
ABEV
$40.4B
$2.3K ﹤0.01%
1,030
-392
GGG icon
1162
Graco
GGG
$14.6B
$2.29K ﹤0.01%
+27
VC icon
1163
Visteon
VC
$2.56B
$2.28K ﹤0.01%
19
+9
DG icon
1164
Dollar General
DG
$32.7B
$2.27K ﹤0.01%
22
-2
MSCI icon
1165
MSCI
MSCI
$45.3B
$2.27K ﹤0.01%
+4
AFRM icon
1166
Affirm
AFRM
$24.7B
$2.27K ﹤0.01%
31
+21
DLTR icon
1167
Dollar Tree
DLTR
$27.8B
$2.27K ﹤0.01%
24
-5
VTLE
1168
DELISTED
Vital Energy
VTLE
$2.26K ﹤0.01%
134
DTM icon
1169
DT Midstream
DTM
$12.2B
$2.26K ﹤0.01%
20
EDIT icon
1170
Editas Medicine
EDIT
$198M
$2.25K ﹤0.01%
649
KGC icon
1171
Kinross Gold
KGC
$40.6B
$2.24K ﹤0.01%
90
ST icon
1172
Sensata Technologies
ST
$5.11B
$2.23K ﹤0.01%
73
+16
ALEC icon
1173
Alector
ALEC
$201M
$2.23K ﹤0.01%
752
TAK icon
1174
Takeda Pharmaceutical
TAK
$51.1B
$2.23K ﹤0.01%
152
+44
LUMN icon
1175
Lumen
LUMN
$8.67B
$2.22K ﹤0.01%
363
45 46
47
48 49