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
-$128K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,264
New
Increased
Reduced
Closed

Top Buys

1 +$34.7M
2 +$20.8M
3 +$3.34M
4
SHLD icon
Global X Defense Tech ETF
SHLD
+$3.07M
5
GBCI icon
Glacier Bancorp
GBCI
+$2.09M

Top Sells

1 +$23.4M
2 +$15.6M
3 +$8.77M
4
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$5.78M
5
DYNF icon
BlackRock US Equity Factor Rotation ETF
DYNF
+$5.15M

Sector Composition

1 Technology 5.93%
2 Financials 1.92%
3 Healthcare 1.59%
4 Consumer Discretionary 1.29%
5 Communication Services 0.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
AVAH icon
1501
Aveanna Healthcare
AVAH
$1.44B
$1.41K ﹤0.01%
219
CVRX icon
1502
CVRx
CVRX
$156M
$1.41K ﹤0.01%
149
NKTX icon
1503
Nkarta
NKTX
$198M
$1.41K ﹤0.01%
667
TTC icon
1504
Toro Company
TTC
$8.61B
$1.4K ﹤0.01%
15
J icon
1505
Jacobs Solutions
J
$14.6B
$1.4K ﹤0.01%
11
+4
AVAL icon
1506
Grupo Aval
AVAL
$5.82B
$1.4K ﹤0.01%
318
-195
DOCS icon
1507
Doximity
DOCS
$3.79B
$1.4K ﹤0.01%
+60
DOC icon
1508
Healthpeak Properties
DOC
$13.5B
$1.4K ﹤0.01%
85
-28
HE icon
1509
Hawaiian Electric Industries
HE
$2.32B
$1.4K ﹤0.01%
94
RYTM icon
1510
Rhythm Pharmaceuticals
RYTM
$6.01B
$1.39K ﹤0.01%
16
PYXS icon
1511
Pyxis Oncology
PYXS
$108M
$1.38K ﹤0.01%
943
HROW icon
1512
Harrow
HROW
$1.29B
$1.38K ﹤0.01%
39
LI icon
1513
Li Auto
LI
$14.8B
$1.37K ﹤0.01%
77
+34
AMAL icon
1514
Amalgamated Financial
AMAL
$1.27B
$1.36K ﹤0.01%
35
VRE
1515
DELISTED
Veris Residential
VRE
$1.36K ﹤0.01%
72
ESAB icon
1516
ESAB
ESAB
$5.38B
$1.35K ﹤0.01%
+14
UMBF icon
1517
UMB Financial
UMBF
$9.78B
$1.35K ﹤0.01%
12
ERIC icon
1518
Ericsson
ERIC
$44.4B
$1.35K ﹤0.01%
120
+67
PBR icon
1519
Petrobras
PBR
$116B
$1.35K ﹤0.01%
65
ASTE icon
1520
Astec Industries
ASTE
$1.19B
$1.35K ﹤0.01%
25
CHH icon
1521
Choice Hotels
CHH
$4.96B
$1.35K ﹤0.01%
+13
RSP icon
1522
Invesco S&P 500 Equal Weight ETF
RSP
$88.9B
$1.34K ﹤0.01%
+7
PL icon
1523
Planet Labs
PL
$15.5B
$1.34K ﹤0.01%
+48
BLLN
1524
BillionToOne Inc
BLLN
$4.81B
$1.34K ﹤0.01%
17
PUMP icon
1525
ProPetro Holding
PUMP
$2.02B
$1.34K ﹤0.01%
93