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
$703M
AUM Growth
+$65.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,084
New
Increased
Reduced
Closed

Sector Composition

1 Technology 7.4%
2 Financials 1.77%
3 Healthcare 1.75%
4 Consumer Discretionary 1.51%
5 Industrials 1.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
CIO
1376
City Office REIT
CIO
$274M
$1.43K ﹤0.01%
205
AOSL icon
1377
Alpha and Omega Semiconductor
AOSL
$601M
$1.43K ﹤0.01%
51
-21
FORM icon
1378
FormFactor
FORM
$4.25B
$1.42K ﹤0.01%
39
UMBF icon
1379
UMB Financial
UMBF
$8.54B
$1.42K ﹤0.01%
12
ANGI icon
1380
Angi Inc
ANGI
$506M
$1.42K ﹤0.01%
87
OVV icon
1381
Ovintiv
OVV
$10.5B
$1.41K ﹤0.01%
+35
EL icon
1382
Estee Lauder
EL
$34.1B
$1.41K ﹤0.01%
16
+6
SIGA icon
1383
SIGA Technologies
SIGA
$422M
$1.41K ﹤0.01%
154
BSBR icon
1384
Santander
BSBR
$47.6B
$1.41K ﹤0.01%
252
GSBC icon
1385
Great Southern Bancorp
GSBC
$678M
$1.41K ﹤0.01%
23
+8
TIGO icon
1386
Millicom
TIGO
$8.79B
$1.41K ﹤0.01%
29
DHC
1387
Diversified Healthcare Trust
DHC
$1.17B
$1.41K ﹤0.01%
319
GNW icon
1388
Genworth Financial
GNW
$3.44B
$1.41K ﹤0.01%
158
RS icon
1389
Reliance Steel & Aluminium
RS
$14.8B
$1.41K ﹤0.01%
5
KE
1390
Kimball Electronics
KE
$697M
$1.4K ﹤0.01%
47
FBIN icon
1391
Fortune Brands Innovations
FBIN
$6.23B
$1.4K ﹤0.01%
26
EBS icon
1392
Emergent Biosolutions
EBS
$567M
$1.39K ﹤0.01%
158
TMP icon
1393
Tompkins Financial
TMP
$1.01B
$1.39K ﹤0.01%
21
ACI icon
1394
Albertsons Companies
ACI
$9.94B
$1.38K ﹤0.01%
79
+56
UNIT
1395
Uniti Group
UNIT
$1.54B
$1.38K ﹤0.01%
226
-150
NKTX icon
1396
Nkarta
NKTX
$129M
$1.38K ﹤0.01%
667
PHIN icon
1397
Phinia Inc
PHIN
$2.09B
$1.38K ﹤0.01%
24
FATE icon
1398
Fate Therapeutics
FATE
$119M
$1.38K ﹤0.01%
1,094
CARG icon
1399
CarGurus
CARG
$3.4B
$1.38K ﹤0.01%
37
MCRI icon
1400
Monarch Casino & Resort
MCRI
$1.76B
$1.38K ﹤0.01%
13