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
ARCB icon
1226
ArcBest
ARCB
$2.04B
$1.31K ﹤0.01%
+17
STN icon
1227
Stantec
STN
$11.4B
$1.3K ﹤0.01%
+12
SVC
1228
Service Properties Trust
SVC
$361M
$1.3K ﹤0.01%
+546
AMKR icon
1229
Amkor Technology
AMKR
$11.9B
$1.3K ﹤0.01%
+62
VAC icon
1230
Marriott Vacations Worldwide
VAC
$2.07B
$1.3K ﹤0.01%
+18
DAC icon
1231
Danaos Corp
DAC
$1.82B
$1.29K ﹤0.01%
+15
GNRC icon
1232
Generac Holdings
GNRC
$9.44B
$1.29K ﹤0.01%
+9
TOST icon
1233
Toast
TOST
$19.7B
$1.28K ﹤0.01%
29
JHG icon
1234
Janus Henderson
JHG
$7.15B
$1.28K ﹤0.01%
+33
CYH icon
1235
Community Health Systems
CYH
$443M
$1.27K ﹤0.01%
+375
HOG icon
1236
Harley-Davidson
HOG
$2.42B
$1.27K ﹤0.01%
54
+43
LUNR icon
1237
Intuitive Machines
LUNR
$3.07B
$1.27K ﹤0.01%
+117
RGTI icon
1238
Rigetti Computing
RGTI
$8.46B
$1.27K ﹤0.01%
+107
AME icon
1239
Ametek
AME
$49.6B
$1.27K ﹤0.01%
7
+3
TTMI icon
1240
TTM Technologies
TTMI
$10.4B
$1.27K ﹤0.01%
+31
GTM
1241
ZoomInfo Technologies
GTM
$2.82B
$1.26K ﹤0.01%
125
+33
TPC
1242
Tutor Perini Cor
TPC
$3.96B
$1.26K ﹤0.01%
+27
EAT icon
1243
Brinker International
EAT
$7.01B
$1.26K ﹤0.01%
7
UMBF icon
1244
UMB Financial
UMBF
$9.27B
$1.26K ﹤0.01%
+12
MDB icon
1245
MongoDB
MDB
$32.5B
$1.26K ﹤0.01%
6
+1
TVGN icon
1246
Tevogen Bio Holdings
TVGN
$66.8M
$1.26K ﹤0.01%
+1,008
DDS icon
1247
Dillards
DDS
$10.4B
$1.25K ﹤0.01%
+3
BMEA icon
1248
Biomea Fusion
BMEA
$99.7M
$1.25K ﹤0.01%
+694
CC icon
1249
Chemours
CC
$2.34B
$1.25K ﹤0.01%
109
+99
AOS icon
1250
A.O. Smith
AOS
$10.1B
$1.25K ﹤0.01%
19
+5