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
HST icon
1251
Host Hotels & Resorts
HST
$12.1B
$1.91K ﹤0.01%
+112
LXRX icon
1252
Lexicon Pharmaceuticals
LXRX
$494M
$1.91K ﹤0.01%
1,412
SNDR icon
1253
Schneider National
SNDR
$4.02B
$1.91K ﹤0.01%
90
+45
BYD icon
1254
Boyd Gaming
BYD
$6.42B
$1.9K ﹤0.01%
+22
PDM
1255
Piedmont Realty Trust
PDM
$1.09B
$1.9K ﹤0.01%
211
AGX icon
1256
Argan
AGX
$5.02B
$1.89K ﹤0.01%
7
HROW icon
1257
Harrow
HROW
$1.47B
$1.88K ﹤0.01%
39
ADNT icon
1258
Adient
ADNT
$1.52B
$1.88K ﹤0.01%
78
JBHT icon
1259
JB Hunt Transport Services
JBHT
$17.1B
$1.88K ﹤0.01%
14
+6
NSA icon
1260
National Storage Affiliates Trust
NSA
$2.27B
$1.87K ﹤0.01%
62
+33
INCY icon
1261
Incyte
INCY
$20B
$1.87K ﹤0.01%
22
+6
GL icon
1262
Globe Life
GL
$10.6B
$1.86K ﹤0.01%
13
+9
VAL icon
1263
Valaris
VAL
$4.01B
$1.85K ﹤0.01%
38
VIPS icon
1264
Vipshop
VIPS
$9.97B
$1.85K ﹤0.01%
94
BWXT icon
1265
BWX Technologies
BWXT
$16B
$1.84K ﹤0.01%
10
ALHC icon
1266
Alignment Healthcare
ALHC
$3.82B
$1.83K ﹤0.01%
105
-140
GO icon
1267
Grocery Outlet
GO
$1.1B
$1.83K ﹤0.01%
114
+35
AMPY icon
1268
Amplify Energy
AMPY
$234M
$1.83K ﹤0.01%
348
CURI icon
1269
CuriosityStream
CURI
$266M
$1.82K ﹤0.01%
344
DHIL icon
1270
Diamond Hill
DHIL
$314M
$1.82K ﹤0.01%
13
+6
GRAB icon
1271
Grab
GRAB
$21.5B
$1.82K ﹤0.01%
302
GDOT icon
1272
Green Dot
GDOT
$695M
$1.81K ﹤0.01%
135
DLB icon
1273
Dolby
DLB
$6.41B
$1.81K ﹤0.01%
+25
FFIC icon
1274
Flushing Financial
FFIC
$556M
$1.81K ﹤0.01%
131
TAP icon
1275
Molson Coors Class B
TAP
$9.27B
$1.81K ﹤0.01%
+40