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
CMA icon
1376
Comerica
CMA
$10B
$1.07K ﹤0.01%
+18
FOA icon
1377
Finance of America Companies
FOA
$181M
$1.07K ﹤0.01%
+46
SOUN icon
1378
SoundHound AI
SOUN
$5.11B
$1.07K ﹤0.01%
100
-101
XPEV icon
1379
XPeng
XPEV
$23.8B
$1.07K ﹤0.01%
+60
BRX icon
1380
Brixmor Property Group
BRX
$8.11B
$1.07K ﹤0.01%
+41
CFFN icon
1381
Capitol Federal Financial
CFFN
$820M
$1.07K ﹤0.01%
+175
PHIN icon
1382
Phinia Inc
PHIN
$2.09B
$1.07K ﹤0.01%
+24
AVNS icon
1383
Avanos Medical
AVNS
$529M
$1.07K ﹤0.01%
87
LNTH icon
1384
Lantheus
LNTH
$3.52B
$1.06K ﹤0.01%
13
+5
DX
1385
Dynex Capital
DX
$2B
$1.06K ﹤0.01%
+87
VCEL icon
1386
Vericel Corp
VCEL
$2.02B
$1.06K ﹤0.01%
+25
OKLO
1387
Oklo
OKLO
$15.2B
$1.06K ﹤0.01%
19
-18
CCU icon
1388
Compañía de Cervecerías Unidas
CCU
$2.39B
$1.06K ﹤0.01%
82
+15
DBX icon
1389
Dropbox
DBX
$7.6B
$1.06K ﹤0.01%
+37
THRD
1390
DELISTED
Third Harmonic Bio
THRD
$1.06K ﹤0.01%
+195
CDNA icon
1391
CareDx
CDNA
$820M
$1.06K ﹤0.01%
+54
KRNT icon
1392
Kornit Digital
KRNT
$584M
$1.06K ﹤0.01%
+53
ALEC icon
1393
Alector
ALEC
$135M
$1.05K ﹤0.01%
752
+11
PFS icon
1394
Provident Financial Services
PFS
$2.42B
$1.05K ﹤0.01%
+60
GIB icon
1395
CGI
GIB
$19B
$1.05K ﹤0.01%
+10
CGNX icon
1396
Cognex
CGNX
$6.16B
$1.05K ﹤0.01%
+33
AGO icon
1397
Assured Guaranty
AGO
$4.03B
$1.05K ﹤0.01%
+12
SGRY icon
1398
Surgery Partners
SGRY
$1.98B
$1.04K ﹤0.01%
+47
CERS icon
1399
Cerus
CERS
$311M
$1.04K ﹤0.01%
+741
ASTE icon
1400
Astec Industries
ASTE
$1B
$1.04K ﹤0.01%
+25