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
HAFC icon
1526
Hanmi Financial
HAFC
$845M
$1.09K ﹤0.01%
44
GDS icon
1527
GDS Holdings
GDS
$6.63B
$1.08K ﹤0.01%
28
DTIL icon
1528
Precision BioSciences
DTIL
$119M
$1.08K ﹤0.01%
+196
BWX icon
1529
SPDR Bloomberg Barclays International Treasury Bond ETF
BWX
$1.32B
$1.08K ﹤0.01%
47
CDXS icon
1530
Codexis
CDXS
$149M
$1.08K ﹤0.01%
442
TRNO icon
1531
Terreno Realty
TRNO
$6.46B
$1.08K ﹤0.01%
+19
SHOO icon
1532
Steven Madden
SHOO
$3.12B
$1.07K ﹤0.01%
32
AGCO icon
1533
AGCO
AGCO
$7.97B
$1.07K ﹤0.01%
10
AHCO icon
1534
AdaptHealth
AHCO
$1.32B
$1.07K ﹤0.01%
119
UFCS icon
1535
United Fire Group
UFCS
$929M
$1.06K ﹤0.01%
35
-22
HR icon
1536
Healthcare Realty
HR
$6.38B
$1.06K ﹤0.01%
59
ALLO icon
1537
Allogene Therapeutics
ALLO
$308M
$1.06K ﹤0.01%
855
-422
ACIC icon
1538
American Coastal Insurance
ACIC
$577M
$1.06K ﹤0.01%
93
LII icon
1539
Lennox International
LII
$17.2B
$1.06K ﹤0.01%
+2
POR icon
1540
Portland General Electric
POR
$5.67B
$1.06K ﹤0.01%
24
BGS icon
1541
B&G Foods
BGS
$373M
$1.05K ﹤0.01%
238
-106
IQ icon
1542
iQIYI
IQ
$2.01B
$1.05K ﹤0.01%
+412
BNKK
1543
Bonk Inc
BNKK
$30.5M
$1.05K ﹤0.01%
+3,934
WCN icon
1544
Waste Connections
WCN
$44.6B
$1.05K ﹤0.01%
6
-9
EBC icon
1545
Eastern Bankshares
EBC
$4.27B
$1.05K ﹤0.01%
58
+27
OGS icon
1546
ONE Gas
OGS
$4.96B
$1.05K ﹤0.01%
13
AVAL icon
1547
Grupo Aval
AVAL
$4.9B
$1.05K ﹤0.01%
+318
RVLV icon
1548
Revolve Group
RVLV
$1.78B
$1.04K ﹤0.01%
49
PD icon
1549
PagerDuty
PD
$1.08B
$1.04K ﹤0.01%
63
PIPR icon
1550
Piper Sandler
PIPR
$5.47B
$1.04K ﹤0.01%
3