PWA

Physician Wealth Advisors Portfolio holdings

AUM $719M
1-Year Est. Return 19.48%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.48%
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
BORR
1426
Borr Drilling
BORR
$1.74B
$1.46K ﹤0.01%
362
RPM icon
1427
RPM International
RPM
$13.9B
$1.46K ﹤0.01%
14
+3
DECK icon
1428
Deckers Outdoor
DECK
$15.6B
$1.45K ﹤0.01%
14
+9
BFS
1429
Saul Centers
BFS
$851M
$1.45K ﹤0.01%
46
UHT
1430
Universal Health Realty Income Trust
UHT
$594M
$1.45K ﹤0.01%
+37
HUBG icon
1431
HUB Group
HUBG
$2.63B
$1.45K ﹤0.01%
34
EEFT icon
1432
Euronet Worldwide
EEFT
$2.95B
$1.45K ﹤0.01%
19
+11
RJF icon
1433
Raymond James Financial
RJF
$30.2B
$1.45K ﹤0.01%
9
-40
BLDR icon
1434
Builders FirstSource
BLDR
$9.65B
$1.44K ﹤0.01%
14
+10
GFI icon
1435
Gold Fields
GFI
$43.9B
$1.44K ﹤0.01%
+33
NSA icon
1436
National Storage Affiliates Trust
NSA
$3.34B
$1.44K ﹤0.01%
51
-11
HST icon
1437
Host Hotels & Resorts
HST
$14.6B
$1.44K ﹤0.01%
81
-31
CIO
1438
DELISTED
City Office REIT
CIO
$1.43K ﹤0.01%
205
Z icon
1439
Zillow
Z
$10.7B
$1.43K ﹤0.01%
+21
GNW icon
1440
Genworth Financial
GNW
$3.44B
$1.43K ﹤0.01%
158
RDNT icon
1441
RadNet
RDNT
$4.61B
$1.43K ﹤0.01%
20
EBF icon
1442
Ennis
EBF
$502M
$1.42K ﹤0.01%
+79
NXST icon
1443
Nexstar Media Group
NXST
$6.2B
$1.42K ﹤0.01%
7
-2
CARG icon
1444
CarGurus
CARG
$3.51B
$1.42K ﹤0.01%
37
SIG icon
1445
Signet Jewelers
SIG
$3.81B
$1.41K ﹤0.01%
17
GWRE icon
1446
Guidewire Software
GWRE
$12B
$1.41K ﹤0.01%
7
+2
SNDR icon
1447
Schneider National
SNDR
$5.21B
$1.41K ﹤0.01%
53
-37
TPG icon
1448
TPG
TPG
$7.14B
$1.41K ﹤0.01%
22
+11
RRX icon
1449
Regal Rexnord
RRX
$13.8B
$1.4K ﹤0.01%
10
+7
NOMD icon
1450
Nomad Foods
NOMD
$1.38B
$1.4K ﹤0.01%
+112
56 57
58
59 60