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
-$128K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,264
New
Increased
Reduced
Closed

Top Buys

1
+$34.7M
2
+$20.8M
3
+$3.34M
4
SHLD icon
Global X Defense Tech ETF
SHLD
+$3.07M
5
GBCI icon
Glacier Bancorp
GBCI
+$2.09M

Top Sells

1
+$23.4M
2
+$15.6M
3
+$8.77M
4
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$5.78M
5
DYNF icon
BlackRock US Equity Factor Rotation ETF
DYNF
+$5.15M

Sector Composition

1 Technology 5.93%
2 Financials 1.92%
3 Healthcare 1.59%
4 Consumer Discretionary 1.29%
5 Communication Services 0.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NUVB icon
1351
Nuvation Bio
NUVB
$1.68B
$2.01K ﹤0.01%
469
RDNT icon
1352
RadNet
RDNT
$4.27B
$2.01K ﹤0.01%
36
+16
AAL icon
1353
American Airlines Group
AAL
$8.93B
$2.01K ﹤0.01%
187
-126
HR icon
1354
Healthcare Realty
HR
$6.81B
$2K ﹤0.01%
118
+59
CHKP icon
1355
Check Point Software Technologies
CHKP
$14.1B
$2K ﹤0.01%
14
-1
LAZ icon
1356
Lazard
LAZ
$4.56B
$2K ﹤0.01%
+47
GEN icon
1357
Gen Digital
GEN
$15.8B
$2K ﹤0.01%
106
-280
MLI icon
1358
Mueller Industries
MLI
$14.7B
$2K ﹤0.01%
18
UDR icon
1359
UDR
UDR
$12.7B
$1.99K ﹤0.01%
59
-38
BOX icon
1360
Box
BOX
$3.7B
$1.99K ﹤0.01%
+84
GRVY
1361
GRAVITY
GRVY
$404M
$1.98K ﹤0.01%
32
+22
STLD icon
1362
Steel Dynamics
STLD
$38.7B
$1.98K ﹤0.01%
11
NFG icon
1363
National Fuel Gas
NFG
$7.36B
$1.97K ﹤0.01%
21
ALAB icon
1364
Astera Labs
ALAB
$54.3B
$1.97K ﹤0.01%
18
-4
INSW icon
1365
International Seaways
INSW
$4.01B
$1.97K ﹤0.01%
27
AIZ icon
1366
Assurant
AIZ
$12.8B
$1.96K ﹤0.01%
9
RES icon
1367
RPC Inc
RES
$1.51B
$1.96K ﹤0.01%
276
BURL icon
1368
Burlington
BURL
$20B
$1.95K ﹤0.01%
+6
KOF icon
1369
Coca-Cola Femsa
KOF
$22.4B
$1.95K ﹤0.01%
20
EPR icon
1370
EPR Properties
EPR
$4.39B
$1.95K ﹤0.01%
39
+13
WBS icon
1371
Webster Financial
WBS
$11.7B
$1.94K ﹤0.01%
28
+19
SJM icon
1372
J.M. Smucker
SJM
$11B
$1.93K ﹤0.01%
20
+6
TENB icon
1373
Tenable Holdings
TENB
$3.07B
$1.93K ﹤0.01%
114
+95
VNO icon
1374
Vornado Realty Trust
VNO
$6.62B
$1.92K ﹤0.01%
74
+47
NEU icon
1375
NewMarket
NEU
$7.27B
$1.92K ﹤0.01%
3
+2
53 54
55
56 57