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
AMWL icon
1301
American Well
AMWL
$66.3M
$1.16K ﹤0.01%
130
+10
BPMC
1302
DELISTED
Blueprint Medicines
BPMC
$1.15K ﹤0.01%
9
+2
DINO icon
1303
HF Sinclair
DINO
$10.3B
$1.15K ﹤0.01%
28
-2
RNST icon
1304
Renasant Corp
RNST
$3.29B
$1.15K ﹤0.01%
+32
JBHT icon
1305
JB Hunt Transport Services
JBHT
$15.5B
$1.15K ﹤0.01%
+8
AVAH icon
1306
Aveanna Healthcare
AVAH
$1.77B
$1.15K ﹤0.01%
+219
HALO icon
1307
Halozyme
HALO
$8.24B
$1.15K ﹤0.01%
22
+12
DHC
1308
Diversified Healthcare Trust
DHC
$1.12B
$1.14K ﹤0.01%
+319
QLYS icon
1309
Qualys
QLYS
$5.15B
$1.14K ﹤0.01%
8
-5
AZEK
1310
DELISTED
The AZEK Co
AZEK
$1.14K ﹤0.01%
+21
MTW icon
1311
Manitowoc
MTW
$394M
$1.14K ﹤0.01%
+95
RVMD icon
1312
Revolution Medicines
RVMD
$13.1B
$1.14K ﹤0.01%
31
+14
BBWI icon
1313
Bath & Body Works
BBWI
$4.54B
$1.14K ﹤0.01%
+38
RDNT icon
1314
RadNet
RDNT
$5.8B
$1.14K ﹤0.01%
+20
PACB icon
1315
Pacific Biosciences
PACB
$486M
$1.14K ﹤0.01%
+917
HUBG icon
1316
HUB Group
HUBG
$2.17B
$1.14K ﹤0.01%
+34
INR
1317
Infinity Natural Resources
INR
$210M
$1.14K ﹤0.01%
+62
ESOA icon
1318
Energy Services of America
ESOA
$168M
$1.13K ﹤0.01%
+114
NX icon
1319
Quanex
NX
$594M
$1.13K ﹤0.01%
60
+17
HCAT icon
1320
Health Catalyst
HCAT
$161M
$1.13K ﹤0.01%
300
DEI icon
1321
Douglas Emmett
DEI
$1.99B
$1.13K ﹤0.01%
+75
CSGP icon
1322
CoStar Group
CSGP
$28.8B
$1.13K ﹤0.01%
14
+5
SPG icon
1323
Simon Property Group
SPG
$59.7B
$1.13K ﹤0.01%
+7
MCRI icon
1324
Monarch Casino & Resort
MCRI
$1.74B
$1.12K ﹤0.01%
+13
RC
1325
Ready Capital
RC
$430M
$1.12K ﹤0.01%
+257