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
NI icon
1451
NiSource
NI
$20.3B
$969 ﹤0.01%
24
ZD icon
1452
Ziff Davis
ZD
$1.2B
$969 ﹤0.01%
+32
NMRA icon
1453
Neumora Therapeutics
NMRA
$443M
$968 ﹤0.01%
+1,320
PGNY icon
1454
Progyny
PGNY
$2.12B
$968 ﹤0.01%
+44
CLPR
1455
Clipper Realty
CLPR
$59.3M
$966 ﹤0.01%
+263
HLLY icon
1456
Holley
HLLY
$459M
$966 ﹤0.01%
+483
PD icon
1457
PagerDuty
PD
$1.44B
$963 ﹤0.01%
+63
RWL icon
1458
Invesco S&P 500 Revenue ETF
RWL
$7.03B
$960 ﹤0.01%
9
UHT
1459
Universal Health Realty Income Trust
UHT
$549M
$960 ﹤0.01%
+24
TMUS icon
1460
T-Mobile US
TMUS
$242B
$957 ﹤0.01%
4
-1
AEYE icon
1461
AudioEye
AEYE
$149M
$956 ﹤0.01%
+82
PBF icon
1462
PBF Energy
PBF
$4.52B
$954 ﹤0.01%
44
-96
DOLE icon
1463
Dole
DOLE
$1.33B
$952 ﹤0.01%
+68
WIX icon
1464
WIX.com
WIX
$6.87B
$951 ﹤0.01%
6
+3
GSHD icon
1465
Goosehead Insurance
GSHD
$1.72B
$950 ﹤0.01%
+9
TFX icon
1466
Teleflex
TFX
$4.73B
$947 ﹤0.01%
8
+1
SILA
1467
Sila Realty Trust
SILA
$1.3B
$947 ﹤0.01%
+40
RH icon
1468
RH
RH
$2.8B
$946 ﹤0.01%
+5
MPW icon
1469
Medical Properties Trust
MPW
$2.98B
$944 ﹤0.01%
+219
PODD icon
1470
Insulet
PODD
$23.4B
$943 ﹤0.01%
3
WMK icon
1471
Weis Markets
WMK
$1.65B
$943 ﹤0.01%
+13
AMPH icon
1472
Amphastar Pharmaceuticals
AMPH
$1.2B
$942 ﹤0.01%
+41
KINS icon
1473
Kingstone Companies
KINS
$203M
$941 ﹤0.01%
+61
NREF
1474
NexPoint Real Estate Finance
NREF
$249M
$938 ﹤0.01%
+68
HR icon
1475
Healthcare Realty
HR
$6.39B
$936 ﹤0.01%
59
+16