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
ORI icon
1226
Old Republic International
ORI
$11.2B
$2K ﹤0.01%
+47
SSL icon
1227
Sasol
SSL
$4B
$2K ﹤0.01%
321
+110
VAC icon
1228
Marriott Vacations Worldwide
VAC
$1.9B
$2K ﹤0.01%
30
+12
KOF icon
1229
Coca-Cola Femsa
KOF
$18.5B
$2K ﹤0.01%
+24
ASND icon
1230
Ascendis Pharma
ASND
$12.4B
$1.99K ﹤0.01%
10
MATV icon
1231
Mativ Holdings
MATV
$673M
$1.98K ﹤0.01%
175
PCAR icon
1232
PACCAR
PCAR
$55.6B
$1.97K ﹤0.01%
20
+5
HTZ icon
1233
Hertz
HTZ
$1.58B
$1.97K ﹤0.01%
289
WHR icon
1234
Whirlpool
WHR
$4.46B
$1.97K ﹤0.01%
25
CCRN icon
1235
Cross Country Healthcare
CCRN
$338M
$1.96K ﹤0.01%
138
PJT icon
1236
PJT Partners
PJT
$4B
$1.96K ﹤0.01%
11
WSM icon
1237
Williams-Sonoma
WSM
$21.2B
$1.96K ﹤0.01%
10
+4
GRAL
1238
GRAIL Inc
GRAL
$3.85B
$1.95K ﹤0.01%
33
SB icon
1239
Safe Bulkers
SB
$540M
$1.95K ﹤0.01%
439
-101
RSI icon
1240
Rush Street Interactive
RSI
$1.82B
$1.95K ﹤0.01%
95
ESTC icon
1241
Elastic
ESTC
$7.68B
$1.94K ﹤0.01%
23
AVAH icon
1242
Aveanna Healthcare
AVAH
$1.89B
$1.94K ﹤0.01%
219
CLSK icon
1243
CleanSpark
CLSK
$3.7B
$1.94K ﹤0.01%
134
SLDB icon
1244
Solid Biosciences
SLDB
$401M
$1.93K ﹤0.01%
312
NWG icon
1245
NatWest
NWG
$67.7B
$1.93K ﹤0.01%
136
+35
JJSF icon
1246
J&J Snack Foods
JJSF
$1.78B
$1.92K ﹤0.01%
20
-3
CMA icon
1247
Comerica
CMA
$10.4B
$1.92K ﹤0.01%
28
+10
HRTG icon
1248
Heritage Insurance Holdings
HRTG
$886M
$1.91K ﹤0.01%
76
GTES icon
1249
Gates Industrial
GTES
$5.78B
$1.91K ﹤0.01%
77
+20
MBX
1250
MBX Biosciences
MBX
$1.49B
$1.91K ﹤0.01%
109