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
ERIE icon
1401
Erie Indemnity
ERIE
$14.8B
$1.04K ﹤0.01%
+3
SIGI icon
1402
Selective Insurance
SIGI
$4.95B
$1.04K ﹤0.01%
+12
PYXS icon
1403
Pyxis Oncology
PYXS
$110M
$1.04K ﹤0.01%
+943
IOT icon
1404
Samsara
IOT
$20.1B
$1.03K ﹤0.01%
26
+1
ACIC icon
1405
American Coastal Insurance
ACIC
$540M
$1.03K ﹤0.01%
+93
VNO icon
1406
Vornado Realty Trust
VNO
$6.46B
$1.03K ﹤0.01%
+27
AGCO icon
1407
AGCO
AGCO
$8.31B
$1.03K ﹤0.01%
+10
REPL icon
1408
Replimune Group
REPL
$552M
$1.03K ﹤0.01%
111
+38
CNK icon
1409
Cinemark Holdings
CNK
$2.81B
$1.03K ﹤0.01%
34
HYMC icon
1410
Hycroft Mining Holding Corp
HYMC
$2.88B
$1.02K ﹤0.01%
+327
DHIL icon
1411
Diamond Hill
DHIL
$460M
$1.02K ﹤0.01%
7
-6
DSGX icon
1412
Descartes Systems
DSGX
$7.56B
$1.02K ﹤0.01%
10
LX
1413
LexinFintech Holdings
LX
$505M
$1.02K ﹤0.01%
141
+78
BDN
1414
Brandywine Realty Trust
BDN
$538M
$1.01K ﹤0.01%
+236
JBSS icon
1415
John B. Sanfilippo & Son
JBSS
$856M
$1.01K ﹤0.01%
+16
RYTM icon
1416
Rhythm Pharmaceuticals
RYTM
$6.78B
$1.01K ﹤0.01%
+16
CF icon
1417
CF Industries
CF
$13.5B
$1.01K ﹤0.01%
+11
AMH icon
1418
American Homes 4 Rent
AMH
$12B
$1.01K ﹤0.01%
+28
FNF icon
1419
Fidelity National Financial
FNF
$14.3B
$1.01K ﹤0.01%
+18
EBS icon
1420
Emergent Biosolutions
EBS
$577M
$1.01K ﹤0.01%
158
-17
OZEM
1421
Roundhill GLP-1 & Weight Loss ETF
OZEM
$51.4M
$1.01K ﹤0.01%
40
JRVR icon
1422
James River Group Holdings
JRVR
$304M
$1.01K ﹤0.01%
+172
TGTX icon
1423
TG Therapeutics
TGTX
$4.85B
$1.01K ﹤0.01%
28
+5
OLMA icon
1424
Olema Pharmaceuticals
OLMA
$2.18B
$1.01K ﹤0.01%
236
SIGA icon
1425
SIGA Technologies
SIGA
$471M
$1K ﹤0.01%
+154