PWA

Physician Wealth Advisors Portfolio holdings

AUM $719M
1-Year Est. Return 20.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$719M
AUM Growth
-$128K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,264
New
Increased
Reduced
Closed

Top Buys

1
+$34.7M
2
+$20.8M
3
+$3.34M
4
SHLD icon
Global X Defense Tech ETF
SHLD
+$3.07M
5
GBCI icon
Glacier Bancorp
GBCI
+$2.09M

Top Sells

1
+$23.4M
2
+$15.6M
3
+$8.77M
4
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$5.78M
5
DYNF icon
BlackRock US Equity Factor Rotation ETF
DYNF
+$5.15M

Sector Composition

1 Technology 5.93%
2 Financials 1.92%
3 Healthcare 1.59%
4 Consumer Discretionary 1.29%
5 Communication Services 0.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
APTV icon
1201
Aptiv
APTV
$14.5B
$2.85K ﹤0.01%
41
+34
AOS icon
1202
A.O. Smith
AOS
$7.88B
$2.84K ﹤0.01%
43
+23
SEI
1203
Solaris Energy Infrastructure
SEI
$4.05B
$2.83K ﹤0.01%
50
OLN icon
1204
Olin
OLN
$2.8B
$2.83K ﹤0.01%
95
BLD icon
1205
TopBuild
BLD
$11.3B
$2.81K ﹤0.01%
8
-1
SANA icon
1206
Sana Biotechnology
SANA
$746M
$2.81K ﹤0.01%
975
EHC icon
1207
Encompass Health
EHC
$10.3B
$2.81K ﹤0.01%
29
+20
UEC icon
1208
Uranium Energy
UEC
$6.2B
$2.79K ﹤0.01%
207
AMKR icon
1209
Amkor Technology
AMKR
$16.1B
$2.79K ﹤0.01%
62
QTWO icon
1210
Q2 Holdings
QTWO
$2.86B
$2.79K ﹤0.01%
+59
HRI icon
1211
Herc Holdings
HRI
$4.56B
$2.79K ﹤0.01%
28
-9
ACHC icon
1212
Acadia Healthcare
ACHC
$2.25B
$2.78K ﹤0.01%
+119
PSNL icon
1213
Personalis
PSNL
$1.13B
$2.78K ﹤0.01%
437
PSTL
1214
Postal Realty Trust
PSTL
$629M
$2.78K ﹤0.01%
150
LUMN icon
1215
Lumen
LUMN
$9.18B
$2.77K ﹤0.01%
398
+2
UMAC icon
1216
Unusual Machines
UMAC
$1.28B
$2.77K ﹤0.01%
223
SBSW icon
1217
Sibanye-Stillwater
SBSW
$7.16B
$2.76K ﹤0.01%
224
-120
NMR icon
1218
Nomura Holdings
NMR
$24.6B
$2.74K ﹤0.01%
347
+121
SLG icon
1219
SL Green Realty
SLG
$3.4B
$2.73K ﹤0.01%
+74
VC icon
1220
Visteon
VC
$3.14B
$2.73K ﹤0.01%
+30
ANGX
1221
Angel Studios
ANGX
$511M
$2.72K ﹤0.01%
893
CRDO icon
1222
Credo Technology Group
CRDO
$38.2B
$2.72K ﹤0.01%
29
-14
VBK icon
1223
Vanguard Small-Cap Growth ETF
VBK
$22.9B
$2.72K ﹤0.01%
+9
HLIO icon
1224
Helios Technologies
HLIO
$2.69B
$2.72K ﹤0.01%
42
CBT icon
1225
Cabot Corp
CBT
$4.18B
$2.71K ﹤0.01%
36
+12
47 48
49
50 51