PWA

Physician Wealth Advisors Portfolio holdings

AUM $719M
1-Year Est. Return 19.48%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.48%
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 Buys

1
+$9.13M
2
+$5.12M
3
+$4.48M
4
VCRM
Vanguard Core Tax-Exempt Bond ETF
VCRM
+$1.15M
5
BAI
iShares A.I. Innovation and Tech Active ETF
BAI
+$999K

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
TTC icon
1526
Toro Company
TTC
$9.01B
$1.18K ﹤0.01%
15
REI icon
1527
Ring Energy
REI
$262M
$1.18K ﹤0.01%
1,356
KEY icon
1528
KeyCorp
KEY
$23.7B
$1.18K ﹤0.01%
57
-248
ACIC icon
1529
American Coastal Insurance
ACIC
$576M
$1.18K ﹤0.01%
93
ALEC icon
1530
Alector
ALEC
$284M
$1.17K ﹤0.01%
752
WGS icon
1531
GeneDx Holdings
WGS
$1.93B
$1.17K ﹤0.01%
9
CYH icon
1532
Community Health Systems
CYH
$445M
$1.17K ﹤0.01%
375
HE icon
1533
Hawaiian Electric Industries
HE
$2.73B
$1.16K ﹤0.01%
94
ECPG icon
1534
Encore Capital Group
ECPG
$1.73B
$1.14K ﹤0.01%
21
MTW icon
1535
Manitowoc
MTW
$467M
$1.14K ﹤0.01%
95
FHB icon
1536
First Hawaiian
FHB
$3.3B
$1.14K ﹤0.01%
45
-25
DKNG icon
1537
DraftKings
DKNG
$11.3B
$1.14K ﹤0.01%
33
-9
RDWR icon
1538
Radware
RDWR
$1.09B
$1.13K ﹤0.01%
47
STN icon
1539
Stantec
STN
$10.4B
$1.13K ﹤0.01%
12
JBSS icon
1540
John B. Sanfilippo & Son
JBSS
$949M
$1.13K ﹤0.01%
16
PGNY icon
1541
Progyny
PGNY
$1.42B
$1.13K ﹤0.01%
44
SPRU icon
1542
Spruce Power Holding Corp
SPRU
$73.2M
$1.13K ﹤0.01%
222
RNST icon
1543
Renasant Corp
RNST
$3.76B
$1.13K ﹤0.01%
32
MEDP icon
1544
Medpace
MEDP
$14.9B
$1.12K ﹤0.01%
2
WRLD icon
1545
World Acceptance Corp
WRLD
$698M
$1.12K ﹤0.01%
8
AMAL icon
1546
Amalgamated Financial
AMAL
$1.3B
$1.12K ﹤0.01%
+35
DOMO icon
1547
Domo
DOMO
$172M
$1.12K ﹤0.01%
133
-20
PAYC icon
1548
Paycom
PAYC
$6.05B
$1.12K ﹤0.01%
7
+5
RDN icon
1549
Radian Group
RDN
$4.77B
$1.12K ﹤0.01%
31
FOA icon
1550
Finance of America Companies
FOA
$200M
$1.11K ﹤0.01%
46
60 61
62
63 64