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
AEYE icon
1501
AudioEye
AEYE
$117M
$1.14K ﹤0.01%
82
CWH icon
1502
Camping World
CWH
$859M
$1.14K ﹤0.01%
72
SMMT icon
1503
Summit Therapeutics
SMMT
$12.7B
$1.14K ﹤0.01%
55
WNC icon
1504
Wabash National
WNC
$423M
$1.14K ﹤0.01%
115
STRO icon
1505
Sutro Biopharma
STRO
$118M
$1.13K ﹤0.01%
130
LYB icon
1506
LyondellBasell Industries
LYB
$16.4B
$1.13K ﹤0.01%
23
+14
TKR icon
1507
Timken Company
TKR
$6.52B
$1.13K ﹤0.01%
+15
RDN icon
1508
Radian Group
RDN
$4.49B
$1.12K ﹤0.01%
31
IPG
1509
DELISTED
Interpublic Group of Companies
IPG
$1.12K ﹤0.01%
+40
HZO icon
1510
MarineMax
HZO
$630M
$1.11K ﹤0.01%
44
ORC
1511
Orchid Island Capital
ORC
$1.53B
$1.11K ﹤0.01%
159
+29
HFWA icon
1512
Heritage Financial
HFWA
$852M
$1.11K ﹤0.01%
46
DKS icon
1513
Dick's Sporting Goods
DKS
$19.4B
$1.11K ﹤0.01%
+5
BUSE icon
1514
First Busey Corp
BUSE
$2.16B
$1.11K ﹤0.01%
48
+20
CFFN icon
1515
Capitol Federal Financial
CFFN
$881M
$1.11K ﹤0.01%
175
MPW icon
1516
Medical Properties Trust
MPW
$3.13B
$1.11K ﹤0.01%
219
NEOG icon
1517
Neogen
NEOG
$2.01B
$1.11K ﹤0.01%
194
DNLI icon
1518
Denali Therapeutics
DNLI
$2.81B
$1.1K ﹤0.01%
76
-64
TXT icon
1519
Textron
TXT
$16.6B
$1.1K ﹤0.01%
+13
VNO icon
1520
Vornado Realty Trust
VNO
$6.46B
$1.09K ﹤0.01%
27
VRE
1521
Veris Residential
VRE
$1.39B
$1.09K ﹤0.01%
+72
AMPH icon
1522
Amphastar Pharmaceuticals
AMPH
$1.2B
$1.09K ﹤0.01%
41
OZEM
1523
Roundhill GLP-1 & Weight Loss ETF
OZEM
$51.4M
$1.09K ﹤0.01%
40
RGNX icon
1524
Regenxbio
RGNX
$689M
$1.09K ﹤0.01%
113
INMD icon
1525
InMode
INMD
$881M
$1.09K ﹤0.01%
73
+40