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
AHCO icon
1326
AdaptHealth
AHCO
$1.44B
$1.12K ﹤0.01%
+119
ATEC icon
1327
Alphatec Holdings
ATEC
$2.64B
$1.12K ﹤0.01%
101
IREN icon
1328
Iris Energy
IREN
$19B
$1.12K ﹤0.01%
+77
SNAP icon
1329
Snap
SNAP
$12.9B
$1.12K ﹤0.01%
+129
NJR icon
1330
New Jersey Resources
NJR
$4.85B
$1.12K ﹤0.01%
+25
GOOD
1331
Gladstone Commercial Corp
GOOD
$567M
$1.12K ﹤0.01%
+78
MKTX icon
1332
MarketAxess Holdings
MKTX
$6.55B
$1.12K ﹤0.01%
5
RDN icon
1333
Radian Group
RDN
$4.49B
$1.12K ﹤0.01%
+31
EE icon
1334
Excelerate Energy
EE
$1.06B
$1.11K ﹤0.01%
+38
AMPY icon
1335
Amplify Energy
AMPY
$193M
$1.11K ﹤0.01%
+348
HUBS icon
1336
HubSpot
HUBS
$16.3B
$1.11K ﹤0.01%
2
-1
RUM icon
1337
Rumble
RUM
$2.05B
$1.11K ﹤0.01%
+124
EGBN icon
1338
Eagle Bancorp
EGBN
$694M
$1.11K ﹤0.01%
+57
DFIN icon
1339
Donnelley Financial Solutions
DFIN
$1.47B
$1.11K ﹤0.01%
18
-4
AMRC icon
1340
Ameresco
AMRC
$1.75B
$1.11K ﹤0.01%
+73
RIO icon
1341
Rio Tinto
RIO
$138B
$1.11K ﹤0.01%
19
-45
NKTX icon
1342
Nkarta
NKTX
$145M
$1.11K ﹤0.01%
667
CHKP icon
1343
Check Point Software Technologies
CHKP
$19.9B
$1.11K ﹤0.01%
5
+1
HZO icon
1344
MarineMax
HZO
$630M
$1.11K ﹤0.01%
+44
RKT icon
1345
Rocket Companies
RKT
$65.4B
$1.11K ﹤0.01%
+78
BWX icon
1346
SPDR Bloomberg Barclays International Treasury Bond ETF
BWX
$1.29B
$1.1K ﹤0.01%
47
INBK icon
1347
First Internet Bancorp
INBK
$189M
$1.1K ﹤0.01%
+41
DK icon
1348
Delek US
DK
$1.66B
$1.1K ﹤0.01%
52
-45
PATH icon
1349
UiPath
PATH
$7.67B
$1.1K ﹤0.01%
+86
NOK icon
1350
Nokia
NOK
$36.3B
$1.1K ﹤0.01%
212