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
MCRB icon
1151
Seres Therapeutics
MCRB
$151M
$1.58K ﹤0.01%
+142
IQV icon
1152
IQVIA
IQV
$37.6B
$1.58K ﹤0.01%
+10
RS icon
1153
Reliance Steel & Aluminium
RS
$14.1B
$1.57K ﹤0.01%
+5
FFIC icon
1154
Flushing Financial
FFIC
$518M
$1.56K ﹤0.01%
+131
BMRC icon
1155
Bank of Marin Bancorp
BMRC
$419M
$1.55K ﹤0.01%
+68
TE
1156
T1 Energy Inc
TE
$641M
$1.55K ﹤0.01%
+1,258
AGX icon
1157
Argan
AGX
$4.86B
$1.54K ﹤0.01%
+7
BTU icon
1158
Peabody Energy
BTU
$3.51B
$1.54K ﹤0.01%
115
+44
PDM
1159
Piedmont Realty Trust
PDM
$1.03B
$1.54K ﹤0.01%
211
+50
TDG icon
1160
TransDigm Group
TDG
$75.5B
$1.52K ﹤0.01%
1
GRAB icon
1161
Grab
GRAB
$22.1B
$1.52K ﹤0.01%
+302
SLDB icon
1162
Solid Biosciences
SLDB
$330M
$1.52K ﹤0.01%
+312
ADNT icon
1163
Adient
ADNT
$1.59B
$1.52K ﹤0.01%
78
+64
ERAS icon
1164
Erasca
ERAS
$732M
$1.51K ﹤0.01%
+1,192
K icon
1165
Kellanova
K
$29B
$1.51K ﹤0.01%
19
+7
RDDT icon
1166
Reddit
RDDT
$36.6B
$1.51K ﹤0.01%
10
+1
PFSI icon
1167
PennyMac Financial
PFSI
$6.6B
$1.5K ﹤0.01%
+15
RGEN icon
1168
Repligen
RGEN
$8.58B
$1.49K ﹤0.01%
+12
FCFS icon
1169
FirstCash
FCFS
$7.06B
$1.49K ﹤0.01%
+11
CLSK icon
1170
CleanSpark
CLSK
$2.93B
$1.48K ﹤0.01%
134
HPP
1171
Hudson Pacific Properties
HPP
$789M
$1.48K ﹤0.01%
538
+196
AXSM icon
1172
Axsome Therapeutics
AXSM
$7.04B
$1.47K ﹤0.01%
14
+4
TGI
1173
DELISTED
Triumph Group
TGI
$1.47K ﹤0.01%
+57
GRVY
1174
GRAVITY
GRVY
$404M
$1.47K ﹤0.01%
23
+12
MPWR icon
1175
Monolithic Power Systems
MPWR
$44.1B
$1.46K ﹤0.01%
+2