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
$1.44B
$1.31K ﹤0.01%
+17
STN icon
1227
Stantec
STN
$12.1B
$1.3K ﹤0.01%
+12
SVC
1228
Service Properties Trust
SVC
$286M
$1.3K ﹤0.01%
+546
AMKR icon
1229
Amkor Technology
AMKR
$7.83B
$1.3K ﹤0.01%
+62
VAC icon
1230
Marriott Vacations Worldwide
VAC
$1.57B
$1.3K ﹤0.01%
+18
DAC icon
1231
Danaos Corp
DAC
$1.73B
$1.29K ﹤0.01%
+15
GNRC icon
1232
Generac Holdings
GNRC
$8.87B
$1.29K ﹤0.01%
+9
TOST icon
1233
Toast
TOST
$21.1B
$1.28K ﹤0.01%
29
JHG icon
1234
Janus Henderson
JHG
$6.68B
$1.28K ﹤0.01%
+33
CYH icon
1235
Community Health Systems
CYH
$452M
$1.27K ﹤0.01%
+375
HOG icon
1236
Harley-Davidson
HOG
$2.92B
$1.27K ﹤0.01%
54
+43
LUNR icon
1237
Intuitive Machines
LUNR
$1.14B
$1.27K ﹤0.01%
+117
RGTI icon
1238
Rigetti Computing
RGTI
$8.41B
$1.27K ﹤0.01%
+107
AME icon
1239
Ametek
AME
$44.5B
$1.27K ﹤0.01%
7
+3
TTMI icon
1240
TTM Technologies
TTMI
$7.03B
$1.27K ﹤0.01%
+31
GTM
1241
ZoomInfo Technologies
GTM
$3.18B
$1.26K ﹤0.01%
125
+33
TPC
1242
Tutor Perini Cor
TPC
$3.12B
$1.26K ﹤0.01%
+27
EAT icon
1243
Brinker International
EAT
$5.03B
$1.26K ﹤0.01%
7
UMBF icon
1244
UMB Financial
UMBF
$8.23B
$1.26K ﹤0.01%
+12
MDB icon
1245
MongoDB
MDB
$28.7B
$1.26K ﹤0.01%
6
+1
TVGN icon
1246
Tevogen Bio Holdings
TVGN
$82M
$1.26K ﹤0.01%
+1,008
DDS icon
1247
Dillards
DDS
$9.9B
$1.25K ﹤0.01%
+3
BMEA icon
1248
Biomea Fusion
BMEA
$90.5M
$1.25K ﹤0.01%
+694
CC icon
1249
Chemours
CC
$1.78B
$1.25K ﹤0.01%
109
+99
AOS icon
1250
A.O. Smith
AOS
$9.01B
$1.25K ﹤0.01%
19
+5