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
VKTX icon
1176
Viking Therapeutics
VKTX
$4.42B
$1.46K ﹤0.01%
+55
BGS icon
1177
B&G Foods
BGS
$365M
$1.46K ﹤0.01%
344
+238
GDOT icon
1178
Green Dot
GDOT
$601M
$1.46K ﹤0.01%
+135
MRP
1179
Millrose Properties Inc
MRP
$5.17B
$1.46K ﹤0.01%
51
NEO icon
1180
NeoGenomics
NEO
$1.34B
$1.45K ﹤0.01%
198
+97
MSM icon
1181
MSC Industrial Direct
MSM
$4.83B
$1.45K ﹤0.01%
17
ALLO icon
1182
Allogene Therapeutics
ALLO
$276M
$1.44K ﹤0.01%
1,277
+660
PSTL
1183
Postal Realty Trust
PSTL
$409M
$1.44K ﹤0.01%
+98
BWXT icon
1184
BWX Technologies
BWXT
$16.3B
$1.44K ﹤0.01%
+10
MTAL
1185
DELISTED
Metals Acquisition
MTAL
$1.44K ﹤0.01%
+119
PECO icon
1186
Phillips Edison & Co
PECO
$4.36B
$1.44K ﹤0.01%
+41
EXTR icon
1187
Extreme Networks
EXTR
$2.36B
$1.44K ﹤0.01%
+80
BCPC
1188
Balchem Corp
BCPC
$5.08B
$1.43K ﹤0.01%
9
NWG icon
1189
NatWest
NWG
$63.5B
$1.43K ﹤0.01%
101
EDIT icon
1190
Editas Medicine
EDIT
$254M
$1.43K ﹤0.01%
+649
PCAR icon
1191
PACCAR
PCAR
$50.2B
$1.43K ﹤0.01%
15
+8
KMT icon
1192
Kennametal
KMT
$2.04B
$1.42K ﹤0.01%
62
-7
WSBC icon
1193
WesBanco
WSBC
$2.99B
$1.42K ﹤0.01%
+45
RSI icon
1194
Rush Street Interactive
RSI
$1.69B
$1.42K ﹤0.01%
95
VIPS icon
1195
Vipshop
VIPS
$9.57B
$1.42K ﹤0.01%
94
-66
UMAC icon
1196
Unusual Machines
UMAC
$345M
$1.42K ﹤0.01%
+165
KGC icon
1197
Kinross Gold
KGC
$30.7B
$1.41K ﹤0.01%
90
OPCH icon
1198
Option Care Health
OPCH
$4.51B
$1.4K ﹤0.01%
43
+26
RDWR icon
1199
Radware
RDWR
$995M
$1.38K ﹤0.01%
47
+20
ZTR
1200
Virtus Total Return Fund
ZTR
$361M
$1.38K ﹤0.01%
222