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

Top Buys

1
+$12.4M
2
+$6.99M
3
+$6.15M
4
SHLD icon
Global X Defense Tech ETF
SHLD
+$5.38M
5
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$4.15M

Top Sells

1
+$8.48M
2
+$8.04M
3
+$6.73M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$3.99M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.7M

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
RPM icon
1426
RPM International
RPM
$13.7B
$1.3K ﹤0.01%
+11
SAH icon
1427
Sonic Automotive
SAH
$2.14B
$1.29K ﹤0.01%
17
STN icon
1428
Stantec
STN
$10.9B
$1.29K ﹤0.01%
12
FCBC icon
1429
First Community Bankshares
FCBC
$606M
$1.29K ﹤0.01%
+37
EAF icon
1430
GrafTech
EAF
$374M
$1.28K ﹤0.01%
100
NVMI icon
1431
Nova
NVMI
$9.07B
$1.28K ﹤0.01%
+4
BILL icon
1432
BILL Holdings
BILL
$5.07B
$1.27K ﹤0.01%
+24
EHC icon
1433
Encompass Health
EHC
$11.5B
$1.27K ﹤0.01%
10
-27
UPST icon
1434
Upstart Holdings
UPST
$4.31B
$1.27K ﹤0.01%
25
-82
LND
1435
BrasilAgro
LND
$366M
$1.27K ﹤0.01%
327
-264
SRRK icon
1436
Scholar Rock
SRRK
$4.28B
$1.27K ﹤0.01%
34
DX
1437
Dynex Capital
DX
$2.04B
$1.27K ﹤0.01%
103
+16
SPIR icon
1438
Spire Global
SPIR
$258M
$1.26K ﹤0.01%
115
GILT icon
1439
Gilat Satellite Networks
GILT
$733M
$1.26K ﹤0.01%
97
NXT icon
1440
Nextpower Inc
NXT
$13B
$1.26K ﹤0.01%
17
+9
HLIO icon
1441
Helios Technologies
HLIO
$1.76B
$1.25K ﹤0.01%
24
SNCY icon
1442
Sun Country Airlines
SNCY
$718M
$1.25K ﹤0.01%
106
AWR icon
1443
American States Water
AWR
$2.84B
$1.25K ﹤0.01%
17
-20
RDWR icon
1444
Radware
RDWR
$985M
$1.25K ﹤0.01%
47
INSW icon
1445
International Seaways
INSW
$2.54B
$1.25K ﹤0.01%
27
MGY icon
1446
Magnolia Oil & Gas
MGY
$4.31B
$1.24K ﹤0.01%
52
DEO icon
1447
Diageo
DEO
$51.3B
$1.24K ﹤0.01%
13
-7
TEI
1448
Templeton Emerging Markets Income Fund
TEI
$306M
$1.24K ﹤0.01%
200
PFSI icon
1449
PennyMac Financial
PFSI
$6.97B
$1.24K ﹤0.01%
10
-5
ILMN icon
1450
Illumina
ILMN
$19.7B
$1.24K ﹤0.01%
13
56 57
58
59 60