PWA

Physician Wealth Advisors Portfolio holdings

AUM $719M
1-Year Est. Return 19.48%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.48%
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
MDGL icon
1351
Madrigal Pharmaceuticals
MDGL
$12.1B
$1.75K ﹤0.01%
3
+2
DRD
1352
DRDGold
DRD
$2.68B
$1.74K ﹤0.01%
56
-18
ESTC icon
1353
Elastic
ESTC
$5.07B
$1.74K ﹤0.01%
23
G icon
1354
Genpact
G
$6.22B
$1.73K ﹤0.01%
37
+8
GDOT icon
1355
Green Dot
GDOT
$693M
$1.73K ﹤0.01%
135
DEO icon
1356
Diageo
DEO
$45.7B
$1.73K ﹤0.01%
20
+7
EPRT icon
1357
Essential Properties Realty Trust
EPRT
$7B
$1.72K ﹤0.01%
+58
PACB icon
1358
Pacific Biosciences
PACB
$525M
$1.72K ﹤0.01%
917
RYTM icon
1359
Rhythm Pharmaceuticals
RYTM
$5.99B
$1.71K ﹤0.01%
16
CHE icon
1360
Chemed
CHE
$5.17B
$1.71K ﹤0.01%
4
ZBRA icon
1361
Zebra Technologies
ZBRA
$11.5B
$1.7K ﹤0.01%
7
+2
AEG icon
1362
Aegon
AEG
$12.2B
$1.7K ﹤0.01%
220
+94
AVAV icon
1363
AeroVironment
AVAV
$9.98B
$1.69K ﹤0.01%
7
FITB
1364
Fifth Third Bancorp
FITB
$46.2B
$1.69K ﹤0.01%
36
-176
UGI icon
1365
UGI
UGI
$7.9B
$1.69K ﹤0.01%
45
+15
KRMN
1366
Karman Holdings
KRMN
$11B
$1.68K ﹤0.01%
23
NFG icon
1367
National Fuel Gas
NFG
$8.24B
$1.68K ﹤0.01%
21
-35
MRTN icon
1368
Marten Transport
MRTN
$1.21B
$1.67K ﹤0.01%
+147
CAR icon
1369
Avis
CAR
$21.5B
$1.67K ﹤0.01%
13
EQT icon
1370
EQT Corp
EQT
$35.6B
$1.66K ﹤0.01%
31
-21
GIB icon
1371
CGI
GIB
$16.5B
$1.66K ﹤0.01%
18
+13
WEN icon
1372
Wendy's
WEN
$1.36B
$1.66K ﹤0.01%
199
+68
CASY icon
1373
Casey's General Stores
CASY
$28.4B
$1.66K ﹤0.01%
3
+2
HWC icon
1374
Hancock Whitney
HWC
$5.66B
$1.66K ﹤0.01%
26
-13
TTMI icon
1375
TTM Technologies
TTMI
$13.1B
$1.66K ﹤0.01%
24
-7
53 54
55
56 57