PWA

Physician Wealth Advisors Portfolio holdings

AUM $719M
1-Year Est. Return 19.48%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.48%
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
CIVI
1176
DELISTED
Civitas Resources
CIVI
$2.65K ﹤0.01%
98
-89
ALHC icon
1177
Alignment Healthcare
ALHC
$4.34B
$2.65K ﹤0.01%
134
+29
REXR icon
1178
Rexford Industrial Realty
REXR
$8.37B
$2.63K ﹤0.01%
68
-37
OKLO
1179
Oklo
OKLO
$11.8B
$2.58K ﹤0.01%
36
-10
COHR icon
1180
Coherent
COHR
$65.2B
$2.58K ﹤0.01%
14
+7
HIW icon
1181
Highwoods Properties
HIW
$2.6B
$2.58K ﹤0.01%
100
-89
IPGP icon
1182
IPG Photonics
IPGP
$5.34B
$2.58K ﹤0.01%
36
UTMD icon
1183
Utah Medical Products
UTMD
$225M
$2.58K ﹤0.01%
46
FTAI icon
1184
FTAI Aviation
FTAI
$26.6B
$2.56K ﹤0.01%
13
+3
PODD icon
1185
Insulet
PODD
$14.1B
$2.56K ﹤0.01%
9
+2
ABEV icon
1186
Ambev
ABEV
$47.6B
$2.54K ﹤0.01%
1,030
GRAB icon
1187
Grab
GRAB
$17.3B
$2.54K ﹤0.01%
510
+208
VYMI icon
1188
Vanguard International High Dividend Yield ETF
VYMI
$19.1B
$2.54K ﹤0.01%
28
NJR icon
1189
New Jersey Resources
NJR
$5.62B
$2.54K ﹤0.01%
+55
LFUS icon
1190
Littelfuse
LFUS
$9.8B
$2.53K ﹤0.01%
10
DSGN icon
1191
Design Therapeutics
DSGN
$809M
$2.51K ﹤0.01%
268
AEIS icon
1192
Advanced Energy
AEIS
$14.3B
$2.51K ﹤0.01%
12
+6
HTBK icon
1193
Heritage Commerce
HTBK
$828M
$2.51K ﹤0.01%
209
SIMO icon
1194
Silicon Motion
SIMO
$4.75B
$2.5K ﹤0.01%
27
+17
NLR icon
1195
VanEck Uranium + Nuclear Energy ETF
NLR
$5.16B
$2.48K ﹤0.01%
20
BWA icon
1196
BorgWarner
BWA
$11.5B
$2.48K ﹤0.01%
55
-11
BRO icon
1197
Brown & Brown
BRO
$23B
$2.47K ﹤0.01%
31
-130
RUN icon
1198
Sunrun
RUN
$2.87B
$2.47K ﹤0.01%
134
BILI icon
1199
Bilibili
BILI
$10.4B
$2.46K ﹤0.01%
100
AOSL icon
1200
Alpha and Omega Semiconductor
AOSL
$1.19B
$2.46K ﹤0.01%
124
+73
46 47
48
49 50