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
LUNR icon
1451
Intuitive Machines
LUNR
$1.1B
$1.23K ﹤0.01%
117
NEA icon
1452
Nuveen AMT-Free Quality Municipal Income Fund
NEA
$3.44B
$1.23K ﹤0.01%
108
EMBC icon
1453
Embecta
EMBC
$717M
$1.23K ﹤0.01%
87
USFD icon
1454
US Foods
USFD
$17.3B
$1.23K ﹤0.01%
+16
AXSM icon
1455
Axsome Therapeutics
AXSM
$7.51B
$1.22K ﹤0.01%
10
-4
PNR icon
1456
Pentair
PNR
$17.2B
$1.22K ﹤0.01%
+11
EWCZ icon
1457
European Wax Center
EWCZ
$173M
$1.22K ﹤0.01%
305
G icon
1458
Genpact
G
$7.62B
$1.22K ﹤0.01%
+29
WAL icon
1459
Western Alliance Bancorporation
WAL
$9.03B
$1.22K ﹤0.01%
14
IHG icon
1460
InterContinental Hotels
IHG
$20B
$1.21K ﹤0.01%
+10
TKO icon
1461
TKO Group
TKO
$15.3B
$1.21K ﹤0.01%
6
AKR icon
1462
Acadia Realty Trust
AKR
$2.65B
$1.21K ﹤0.01%
60
+24
EMBJ
1463
Embraer S.A. ADS
EMBJ
$11.3B
$1.21K ﹤0.01%
+20
AHH
1464
Armada Hoffler Properties
AHH
$534M
$1.21K ﹤0.01%
+172
ASTE icon
1465
Astec Industries
ASTE
$1B
$1.2K ﹤0.01%
25
CYH icon
1466
Community Health Systems
CYH
$503M
$1.2K ﹤0.01%
375
KNSA icon
1467
Kiniksa Pharmaceuticals
KNSA
$3.1B
$1.2K ﹤0.01%
31
CVRX icon
1468
CVRx
CVRX
$246M
$1.2K ﹤0.01%
149
WEN icon
1469
Wendy's
WEN
$1.57B
$1.2K ﹤0.01%
131
+93
UTL icon
1470
Unitil
UTL
$895M
$1.2K ﹤0.01%
+25
IVZ icon
1471
Invesco
IVZ
$11B
$1.19K ﹤0.01%
+52
VEEV icon
1472
Veeva Systems
VEEV
$39.5B
$1.19K ﹤0.01%
4
+2
CMRE icon
1473
Costamare
CMRE
$1.87B
$1.19K ﹤0.01%
100
ARCB icon
1474
ArcBest
ARCB
$1.48B
$1.19K ﹤0.01%
17
YORW icon
1475
York Water
YORW
$466M
$1.19K ﹤0.01%
39
-21