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
$11.7B
$1.07K ﹤0.01%
+18
FOA icon
1377
Finance of America Companies
FOA
$196M
$1.07K ﹤0.01%
+46
SOUN icon
1378
SoundHound AI
SOUN
$4.66B
$1.07K ﹤0.01%
100
-101
XPEV icon
1379
XPeng
XPEV
$19.7B
$1.07K ﹤0.01%
+60
BRX icon
1380
Brixmor Property Group
BRX
$8.16B
$1.07K ﹤0.01%
+41
CFFN icon
1381
Capitol Federal Financial
CFFN
$881M
$1.07K ﹤0.01%
+175
PHIN icon
1382
Phinia Inc
PHIN
$2.67B
$1.07K ﹤0.01%
+24
AVNS icon
1383
Avanos Medical
AVNS
$573M
$1.07K ﹤0.01%
87
LNTH icon
1384
Lantheus
LNTH
$4.26B
$1.06K ﹤0.01%
13
+5
DX
1385
Dynex Capital
DX
$2.15B
$1.06K ﹤0.01%
+87
VCEL icon
1386
Vericel Corp
VCEL
$1.89B
$1.06K ﹤0.01%
+25
OKLO
1387
Oklo
OKLO
$14.8B
$1.06K ﹤0.01%
19
-18
CCU icon
1388
Compañía de Cervecerías Unidas
CCU
$2.57B
$1.06K ﹤0.01%
82
+15
DBX icon
1389
Dropbox
DBX
$6.54B
$1.06K ﹤0.01%
+37
THRD
1390
DELISTED
Third Harmonic Bio
THRD
$1.06K ﹤0.01%
+195
CDNA icon
1391
CareDx
CDNA
$1.03B
$1.06K ﹤0.01%
+54
KRNT icon
1392
Kornit Digital
KRNT
$663M
$1.06K ﹤0.01%
+53
ALEC icon
1393
Alector
ALEC
$201M
$1.05K ﹤0.01%
752
+11
PFS icon
1394
Provident Financial Services
PFS
$2.63B
$1.05K ﹤0.01%
+60
GIB icon
1395
CGI
GIB
$19.9B
$1.05K ﹤0.01%
+10
CGNX icon
1396
Cognex
CGNX
$6.86B
$1.05K ﹤0.01%
+33
AGO icon
1397
Assured Guaranty
AGO
$3.92B
$1.05K ﹤0.01%
+12
CERS icon
1398
Cerus
CERS
$499M
$1.04K ﹤0.01%
+741
SGRY icon
1399
Surgery Partners
SGRY
$2.06B
$1.04K ﹤0.01%
+47
ASTE icon
1400
Astec Industries
ASTE
$1.12B
$1.04K ﹤0.01%
+25