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

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
SCHZ icon
1176
Schwab US Aggregate Bond ETF
SCHZ
$9.33B
$2.21K ﹤0.01%
94
-86
AVAV icon
1177
AeroVironment
AVAV
$13.1B
$2.21K ﹤0.01%
7
E icon
1178
ENI
E
$55.7B
$2.2K ﹤0.01%
63
+41
FDLO icon
1179
Fidelity Low Volatility Factor ETF
FDLO
$1.5B
$2.2K ﹤0.01%
33
EGP icon
1180
EastGroup Properties
EGP
$9.62B
$2.2K ﹤0.01%
+13
PDS
1181
Precision Drilling
PDS
$820M
$2.2K ﹤0.01%
39
BBAI icon
1182
BigBear.ai
BBAI
$2.67B
$2.2K ﹤0.01%
337
FWONK icon
1183
Liberty Media Series C
FWONK
$23.6B
$2.19K ﹤0.01%
21
PB icon
1184
Prosperity Bancshares
PB
$6.6B
$2.19K ﹤0.01%
+33
IRWD icon
1185
Ironwood Pharmaceuticals
IRWD
$566M
$2.19K ﹤0.01%
1,669
TRGP icon
1186
Targa Resources
TRGP
$37.5B
$2.18K ﹤0.01%
+13
CTRA icon
1187
Coterra Energy
CTRA
$20.3B
$2.18K ﹤0.01%
+92
PEY icon
1188
Invesco High Yield Equity Dividend Achievers ETF
PEY
$1.03B
$2.18K ﹤0.01%
+103
SGMT icon
1189
Sagimet Biosciences
SGMT
$222M
$2.17K ﹤0.01%
317
ZTO icon
1190
ZTO Express
ZTO
$16.1B
$2.17K ﹤0.01%
113
+37
PODD icon
1191
Insulet
PODD
$22B
$2.16K ﹤0.01%
7
+4
TXRH icon
1192
Texas Roadhouse
TXRH
$11.3B
$2.16K ﹤0.01%
+13
CALX icon
1193
Calix
CALX
$3.67B
$2.15K ﹤0.01%
35
NMR icon
1194
Nomura Holdings
NMR
$22.5B
$2.15K ﹤0.01%
+295
VERI icon
1195
Veritone
VERI
$444M
$2.13K ﹤0.01%
441
FTRE icon
1196
Fortrea Holdings
FTRE
$1.16B
$2.12K ﹤0.01%
252
+143
WFRD icon
1197
Weatherford International
WFRD
$5.33B
$2.12K ﹤0.01%
31
+8
LEA icon
1198
Lear
LEA
$5.57B
$2.11K ﹤0.01%
21
+8
RKT icon
1199
Rocket Companies
RKT
$57.3B
$2.11K ﹤0.01%
109
+31
EG icon
1200
Everest Group
EG
$13B
$2.1K ﹤0.01%
6
+4