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
NTES icon
1401
NetEase
NTES
$91.8B
$1.37K ﹤0.01%
9
+3
GTM
1402
ZoomInfo Technologies
GTM
$3.15B
$1.36K ﹤0.01%
125
ELP icon
1403
Companhia Paranaense de Energia (COPEL)
ELP
$7.86B
$1.36K ﹤0.01%
+139
EPAM icon
1404
EPAM Systems
EPAM
$10.5B
$1.36K ﹤0.01%
9
-4
WRLD icon
1405
World Acceptance Corp
WRLD
$779M
$1.35K ﹤0.01%
8
WPP icon
1406
WPP
WPP
$4.22B
$1.35K ﹤0.01%
54
+33
BCPC
1407
Balchem Corp
BCPC
$5.04B
$1.35K ﹤0.01%
9
JELD icon
1408
JELD-WEN Holding
JELD
$220M
$1.35K ﹤0.01%
274
HNRG icon
1409
Hallador Energy
HNRG
$870M
$1.33K ﹤0.01%
68
CORT icon
1410
Corcept Therapeutics
CORT
$8.39B
$1.33K ﹤0.01%
16
CORZ icon
1411
Core Scientific
CORZ
$5.14B
$1.33K ﹤0.01%
+74
PBF icon
1412
PBF Energy
PBF
$4.02B
$1.33K ﹤0.01%
44
CHRW icon
1413
C.H. Robinson
CHRW
$18.9B
$1.32K ﹤0.01%
10
+4
CVLT icon
1414
Commault Systems
CVLT
$5.35B
$1.32K ﹤0.01%
7
+3
UMH
1415
UMH Properties
UMH
$1.27B
$1.32K ﹤0.01%
+89
NYT icon
1416
New York Times
NYT
$10.5B
$1.32K ﹤0.01%
+23
GMED icon
1417
Globus Medical
GMED
$12B
$1.32K ﹤0.01%
+23
MLI icon
1418
Mueller Industries
MLI
$12.2B
$1.31K ﹤0.01%
13
+5
AVNW icon
1419
Aviat Networks
AVNW
$273M
$1.31K ﹤0.01%
57
CUBI icon
1420
Customers Bancorp
CUBI
$2.34B
$1.31K ﹤0.01%
20
CRVS icon
1421
Corvus Pharmaceuticals
CRVS
$636M
$1.3K ﹤0.01%
+177
RGR icon
1422
Sturm, Ruger & Co
RGR
$474M
$1.3K ﹤0.01%
30
LITE icon
1423
Lumentum
LITE
$22.5B
$1.3K ﹤0.01%
+8
BBIO icon
1424
BridgeBio Pharma
BBIO
$13.8B
$1.3K ﹤0.01%
25
+14
KMT icon
1425
Kennametal
KMT
$2.09B
$1.3K ﹤0.01%
62