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 Buys

1
+$9.54M
2
+$8.7M
3
+$7.95M
4
BAI
iShares A.I. Innovation and Tech Active ETF
BAI
+$3.9M
5
XLG icon
Invesco S&P 500 Top 50 ETF
XLG
+$3.36M

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
VISN
1201
Vistance Networks, Inc. Common Stock
VISN
$4.12B
$1.38K ﹤0.01%
166
-13
BSBR icon
1202
Santander
BSBR
$45.8B
$1.37K ﹤0.01%
252
AVNW icon
1203
Aviat Networks
AVNW
$287M
$1.37K ﹤0.01%
+57
SPIR icon
1204
Spire Global
SPIR
$401M
$1.37K ﹤0.01%
115
CSAN icon
1205
Cosan
CSAN
$3.81B
$1.36K ﹤0.01%
+269
SAH icon
1206
Sonic Automotive
SAH
$2.15B
$1.36K ﹤0.01%
+17
ALAB icon
1207
Astera Labs
ALAB
$30.7B
$1.36K ﹤0.01%
+15
SIG icon
1208
Signet Jewelers
SIG
$3.87B
$1.35K ﹤0.01%
+17
OSIS icon
1209
OSI Systems
OSIS
$4.96B
$1.35K ﹤0.01%
6
+2
ZTO icon
1210
ZTO Express
ZTO
$17.6B
$1.35K ﹤0.01%
76
-13
FBIN icon
1211
Fortune Brands Innovations
FBIN
$7.39B
$1.35K ﹤0.01%
26
FORM icon
1212
FormFactor
FORM
$6.07B
$1.34K ﹤0.01%
+39
TKC icon
1213
Turkcell
TKC
$5.31B
$1.34K ﹤0.01%
221
-410
WOR icon
1214
Worthington Enterprises
WOR
$2.65B
$1.34K ﹤0.01%
+21
LXRX icon
1215
Lexicon Pharmaceuticals
LXRX
$498M
$1.34K ﹤0.01%
+1,412
ANGI icon
1216
Angi Inc
ANGI
$539M
$1.33K ﹤0.01%
+87
FSLY icon
1217
Fastly Inc
FSLY
$1.35B
$1.33K ﹤0.01%
+188
SSTK icon
1218
Shutterstock
SSTK
$654M
$1.33K ﹤0.01%
+70
BC icon
1219
Brunswick
BC
$5.76B
$1.33K ﹤0.01%
+24
IFF icon
1220
International Flavors & Fragrances
IFF
$18.4B
$1.32K ﹤0.01%
+18
GLRE icon
1221
Greenlight Captial
GLRE
$454M
$1.32K ﹤0.01%
+92
WRLD icon
1222
World Acceptance Corp
WRLD
$700M
$1.32K ﹤0.01%
+8
TMP icon
1223
Tompkins Financial
TMP
$1.1B
$1.32K ﹤0.01%
+21
GTES icon
1224
Gates Industrial
GTES
$5.88B
$1.31K ﹤0.01%
+57
ACH
1225
Accendra Health, Inc.
ACH
$195M
$1.31K ﹤0.01%
+144
47 48
49
50 51