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
SNCY icon
1251
Sun Country Airlines
SNCY
$653M
$1.25K ﹤0.01%
+106
DKNG icon
1252
DraftKings
DKNG
$14.7B
$1.24K ﹤0.01%
+29
MBX
1253
MBX Biosciences
MBX
$1.11B
$1.24K ﹤0.01%
+109
ILMN icon
1254
Illumina
ILMN
$18.4B
$1.24K ﹤0.01%
13
+1
CARG icon
1255
CarGurus
CARG
$3.39B
$1.24K ﹤0.01%
+37
CWH icon
1256
Camping World
CWH
$679M
$1.24K ﹤0.01%
+72
ENSG icon
1257
The Ensign Group
ENSG
$10.3B
$1.24K ﹤0.01%
+8
LEA icon
1258
Lear
LEA
$5.5B
$1.24K ﹤0.01%
+13
IE icon
1259
Ivanhoe Electric
IE
$1.86B
$1.23K ﹤0.01%
+136
FINV
1260
FinVolution Group
FINV
$1.52B
$1.23K ﹤0.01%
+130
GNW icon
1261
Genworth Financial
GNW
$3.41B
$1.23K ﹤0.01%
+158
TROX icon
1262
Tronox
TROX
$534M
$1.23K ﹤0.01%
+242
FATE icon
1263
Fate Therapeutics
FATE
$111M
$1.23K ﹤0.01%
1,094
WNC icon
1264
Wabash National
WNC
$307M
$1.22K ﹤0.01%
+115
QTWO icon
1265
Q2 Holdings
QTWO
$4.53B
$1.22K ﹤0.01%
+13
LAUR icon
1266
Laureate Education
LAUR
$4.44B
$1.22K ﹤0.01%
+52
DRD
1267
DRDGold
DRD
$2.42B
$1.21K ﹤0.01%
91
NXST icon
1268
Nexstar Media Group
NXST
$5.52B
$1.21K ﹤0.01%
+7
BBSI icon
1269
Barrett Business Services
BBSI
$912M
$1.21K ﹤0.01%
+29
CTO
1270
CTO Realty Growth
CTO
$565M
$1.21K ﹤0.01%
+70
SRRK icon
1271
Scholar Rock
SRRK
$3.6B
$1.21K ﹤0.01%
+34
NCNO icon
1272
nCino
NCNO
$2.96B
$1.2K ﹤0.01%
+43
BILI icon
1273
Bilibili
BILI
$10.8B
$1.2K ﹤0.01%
56
-24
RCKT icon
1274
Rocket Pharmaceuticals
RCKT
$330M
$1.2K ﹤0.01%
490
+375
OKTA icon
1275
Okta
OKTA
$14.8B
$1.2K ﹤0.01%
12
+10