PWA

Physician Wealth Advisors Portfolio holdings

AUM $719M
1-Year Est. Return 20.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$719M
AUM Growth
+$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,181
New
Increased
Reduced
Closed

Top Buys

1
+$9.13M
2
+$5.12M
3
+$4.48M
4
VCRM
Vanguard Core Tax-Exempt Bond ETF
VCRM
+$1.15M
5
BAI
iShares A.I. Innovation and Tech Active ETF
BAI
+$999K

Top Sells

1
+$11.4M
2
+$4.55M
3
+$1.8M
4
UNP icon
Union Pacific
UNP
+$1.29M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$1.08M

Sector Composition

1 Technology 6.33%
2 Financials 1.69%
3 Healthcare 1.66%
4 Consumer Discretionary 1.44%
5 Communication Services 0.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PJT icon
1326
PJT Partners
PJT
$3.92B
$1.84K ﹤0.01%
11
PINS icon
1327
Pinterest
PINS
$12B
$1.84K ﹤0.01%
71
+57
PTGX icon
1328
Protagonist Therapeutics
PTGX
$6.4B
$1.83K ﹤0.01%
21
+12
NXT icon
1329
Nextpower Inc
NXT
$17.4B
$1.83K ﹤0.01%
21
+4
BBAI icon
1330
BigBear.ai
BBAI
$2B
$1.82K ﹤0.01%
337
GL icon
1331
Globe Life
GL
$12B
$1.82K ﹤0.01%
13
VIAV icon
1332
Viavi Solutions
VIAV
$12.1B
$1.82K ﹤0.01%
102
+32
DOC icon
1333
Healthpeak Properties
DOC
$11.3B
$1.82K ﹤0.01%
+113
TPC
1334
Tutor Perini Cor
TPC
$4.88B
$1.81K ﹤0.01%
27
JJSF icon
1335
J&J Snack Foods
JJSF
$1.6B
$1.81K ﹤0.01%
20
MMYT icon
1336
MakeMyTrip
MMYT
$4.45B
$1.81K ﹤0.01%
22
+17
TME icon
1337
Tencent Music
TME
$14.2B
$1.81K ﹤0.01%
103
-10
STWD icon
1338
Starwood Property Trust
STWD
$6.68B
$1.8K ﹤0.01%
100
-42
RHP icon
1339
Ryman Hospitality Properties
RHP
$6.65B
$1.8K ﹤0.01%
+19
AVAH icon
1340
Aveanna Healthcare
AVAH
$1.44B
$1.79K ﹤0.01%
219
NTES icon
1341
NetEase
NTES
$74.2B
$1.79K ﹤0.01%
13
+4
CC icon
1342
Chemours
CC
$4.09B
$1.78K ﹤0.01%
151
+42
OHI icon
1343
Omega Healthcare
OHI
$13.8B
$1.77K ﹤0.01%
40
+5
BMRC icon
1344
Bank of Marin Bancorp
BMRC
$417M
$1.77K ﹤0.01%
68
TECH icon
1345
Bio-Techne
TECH
$8.56B
$1.76K ﹤0.01%
30
-14
BTSG icon
1346
BrightSpring Health Services
BTSG
$10.3B
$1.76K ﹤0.01%
47
+7
PDM
1347
Piedmont Realty Trust
PDM
$1.01B
$1.76K ﹤0.01%
211
SLDB icon
1348
Solid Biosciences
SLDB
$712M
$1.76K ﹤0.01%
312
NHI icon
1349
National Health Investors
NHI
$3.67B
$1.76K ﹤0.01%
23
+13
EVTL icon
1350
Vertical Aerospace
EVTL
$300M
$1.75K ﹤0.01%
+328
52 53
54
55 56