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PWA

Physician Wealth Advisors Portfolio holdings

AUM $719M
1-Year Est. Return 20.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$719M
AUM Growth
+$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,181
New
Increased
Reduced
Closed

Top Buys

1
+$9.13M
2
+$5.12M
3
+$4.48M
4
VCRM
Vanguard Core Tax-Exempt Bond ETF
VCRM
+$1.15M
5
BAI
iShares A.I. Innovation and Tech Active ETF
BAI
+$999K

Top Sells

1
+$11.4M
2
+$4.55M
3
+$1.8M
4
UNP icon
Union Pacific
UNP
+$1.29M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$1.08M

Sector Composition

1 Technology 6.33%
2 Financials 1.69%
3 Healthcare 1.66%
4 Consumer Discretionary 1.44%
5 Communication Services 0.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DHC
1401
Diversified Healthcare Trust
DHC
$2.15B
$1.55K ﹤0.01%
319
EXE
1402
Expand Energy Corp
EXE
$20.8B
$1.55K ﹤0.01%
+14
SOFI icon
1403
SoFi Technologies
SOFI
$23B
$1.54K ﹤0.01%
59
CORZ icon
1404
Core Scientific
CORZ
$9.27B
$1.54K ﹤0.01%
106
+32
DK icon
1405
Delek US
DK
$2.54B
$1.54K ﹤0.01%
52
BSBR icon
1406
Santander
BSBR
$38.9B
$1.54K ﹤0.01%
252
SRI icon
1407
Stoneridge
SRI
$215M
$1.53K ﹤0.01%
265
TXNM
1408
TXNM Energy Inc
TXNM
$6.32B
$1.53K ﹤0.01%
26
+9
LH icon
1409
Labcorp
LH
$21B
$1.51K ﹤0.01%
6
-39
NIO icon
1410
NIO
NIO
$12.6B
$1.5K ﹤0.01%
295
-29
PHIN icon
1411
Phinia Inc
PHIN
$2.99B
$1.5K ﹤0.01%
24
CNR
1412
Core Natural Resources Inc
CNR
$4.21B
$1.5K ﹤0.01%
17
+3
AVA icon
1413
Avista
AVA
$3.29B
$1.5K ﹤0.01%
39
-8
RES icon
1414
RPC Inc
RES
$1.46B
$1.5K ﹤0.01%
+276
ADNT icon
1415
Adient
ADNT
$1.63B
$1.5K ﹤0.01%
78
ESNT icon
1416
Essent Group
ESNT
$5.39B
$1.5K ﹤0.01%
23
-4
BETA
1417
Beta Technologies Inc
BETA
$3.72B
$1.5K ﹤0.01%
+53
HTZ icon
1418
Hertz
HTZ
$1.59B
$1.49K ﹤0.01%
289
RVLV icon
1419
Revolve Group
RVLV
$1.56B
$1.48K ﹤0.01%
49
SMBC icon
1420
Southern Missouri Bancorp
SMBC
$799M
$1.48K ﹤0.01%
+25
DT icon
1421
Dynatrace
DT
$12.1B
$1.47K ﹤0.01%
+34
STLA icon
1422
Stellantis
STLA
$18.4B
$1.47K ﹤0.01%
135
+53
OGS icon
1423
ONE Gas
OGS
$4.82B
$1.47K ﹤0.01%
19
+6
PRLB icon
1424
Protolabs
PRLB
$1.93B
$1.47K ﹤0.01%
29
UTHR icon
1425
United Therapeutics
UTHR
$22.8B
$1.46K ﹤0.01%
+3
55 56
57
58 59