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
COMM icon
1201
CommScope
COMM
$3.72B
$1.38K ﹤0.01%
166
-13
BSBR icon
1202
Santander
BSBR
$47.5B
$1.37K ﹤0.01%
252
AVNW icon
1203
Aviat Networks
AVNW
$284M
$1.37K ﹤0.01%
+57
SPIR icon
1204
Spire Global
SPIR
$246M
$1.37K ﹤0.01%
115
CSAN icon
1205
Cosan
CSAN
$7.33B
$1.36K ﹤0.01%
+269
SAH icon
1206
Sonic Automotive
SAH
$2.18B
$1.36K ﹤0.01%
+17
ALAB icon
1207
Astera Labs
ALAB
$24.4B
$1.36K ﹤0.01%
+15
SIG icon
1208
Signet Jewelers
SIG
$4.14B
$1.35K ﹤0.01%
+17
OSIS icon
1209
OSI Systems
OSIS
$4.64B
$1.35K ﹤0.01%
6
+2
ZTO icon
1210
ZTO Express
ZTO
$15B
$1.35K ﹤0.01%
76
-13
FBIN icon
1211
Fortune Brands Innovations
FBIN
$5.77B
$1.35K ﹤0.01%
26
FORM icon
1212
FormFactor
FORM
$3.89B
$1.34K ﹤0.01%
+39
TKC icon
1213
Turkcell
TKC
$4.86B
$1.34K ﹤0.01%
221
-410
WOR icon
1214
Worthington Enterprises
WOR
$2.71B
$1.34K ﹤0.01%
+21
LXRX icon
1215
Lexicon Pharmaceuticals
LXRX
$541M
$1.34K ﹤0.01%
+1,412
ANGI icon
1216
Angi Inc
ANGI
$468M
$1.33K ﹤0.01%
+87
FSLY icon
1217
Fastly
FSLY
$1.68B
$1.33K ﹤0.01%
+188
SSTK icon
1218
Shutterstock
SSTK
$762M
$1.33K ﹤0.01%
+70
BC icon
1219
Brunswick
BC
$4.18B
$1.33K ﹤0.01%
+24
IFF icon
1220
International Flavors & Fragrances
IFF
$16.9B
$1.32K ﹤0.01%
+18
GLRE icon
1221
Greenlight Captial
GLRE
$449M
$1.32K ﹤0.01%
+92
WRLD icon
1222
World Acceptance Corp
WRLD
$694M
$1.32K ﹤0.01%
+8
TMP icon
1223
Tompkins Financial
TMP
$970M
$1.32K ﹤0.01%
+21
GTES icon
1224
Gates Industrial
GTES
$5.7B
$1.31K ﹤0.01%
+57
OMI icon
1225
Owens & Minor
OMI
$217M
$1.31K ﹤0.01%
+144