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 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
GLRE icon
1476
Greenlight Captial
GLRE
$589M
$1.33K ﹤0.01%
+91
AUPH icon
1477
Aurinia Pharmaceuticals
AUPH
$2.05B
$1.32K ﹤0.01%
83
FBIN icon
1478
Fortune Brands Innovations
FBIN
$4.57B
$1.32K ﹤0.01%
26
SNV
1479
DELISTED
Synovus
SNV
$1.32K ﹤0.01%
26
-21
SDRL icon
1480
Seadrill
SDRL
$3.08B
$1.31K ﹤0.01%
38
INSW icon
1481
International Seaways
INSW
$4.2B
$1.31K ﹤0.01%
27
BILL icon
1482
BILL Holdings
BILL
$3.93B
$1.31K ﹤0.01%
24
CURI icon
1483
CuriosityStream
CURI
$188M
$1.31K ﹤0.01%
344
KE
1484
Kimball Electronics
KE
$651M
$1.31K ﹤0.01%
47
NUVL icon
1485
Nuvalent
NUVL
$8.1B
$1.31K ﹤0.01%
+13
EPR icon
1486
EPR Properties
EPR
$4.23B
$1.3K ﹤0.01%
26
+6
BHF icon
1487
Brighthouse Financial
BHF
$3.6B
$1.3K ﹤0.01%
20
-79
HNRG icon
1488
Hallador Energy
HNRG
$733M
$1.29K ﹤0.01%
68
DINO icon
1489
HF Sinclair
DINO
$12.9B
$1.29K ﹤0.01%
28
TEI
1490
Templeton Emerging Markets Income Fund
TEI
$302M
$1.29K ﹤0.01%
200
EMBJ
1491
Embraer S.A. ADS
EMBJ
$11.3B
$1.29K ﹤0.01%
20
NRDS icon
1492
NerdWallet
NRDS
$717M
$1.29K ﹤0.01%
95
YETI icon
1493
Yeti Holdings
YETI
$2.88B
$1.28K ﹤0.01%
29
+15
KNSA icon
1494
Kiniksa Pharmaceuticals
KNSA
$4.43B
$1.28K ﹤0.01%
31
SFM icon
1495
Sprouts Farmers Market
SFM
$7.59B
$1.27K ﹤0.01%
16
UFCS icon
1496
United Fire Group
UFCS
$1B
$1.27K ﹤0.01%
35
GTM
1497
ZoomInfo Technologies
GTM
$1.94B
$1.27K ﹤0.01%
125
ARCB icon
1498
ArcBest
ARCB
$2.58B
$1.26K ﹤0.01%
17
BEKE icon
1499
KE Holdings
BEKE
$19.5B
$1.26K ﹤0.01%
80
CBSH icon
1500
Commerce Bancshares
CBSH
$7.55B
$1.26K ﹤0.01%
+24