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
HE icon
1551
Hawaiian Electric Industries
HE
$1.95B
$1.04K ﹤0.01%
94
WGO icon
1552
Winnebago Industries
WGO
$1.04B
$1.04K ﹤0.01%
31
FOA icon
1553
Finance of America Companies
FOA
$183M
$1.03K ﹤0.01%
46
CCU icon
1554
Compañía de Cervecerías Unidas
CCU
$2.5B
$1.03K ﹤0.01%
85
+3
XPEV icon
1555
XPeng
XPEV
$20.3B
$1.03K ﹤0.01%
44
-16
JBSS icon
1556
John B. Sanfilippo & Son
JBSS
$829M
$1.03K ﹤0.01%
16
MEDP icon
1557
Medpace
MEDP
$16.6B
$1.03K ﹤0.01%
+2
WBTN
1558
WEBTOON Entertainment Inc
WBTN
$1.82B
$1.03K ﹤0.01%
53
KNX icon
1559
Knight Transportation
KNX
$7.69B
$1.03K ﹤0.01%
+26
LSCC icon
1560
Lattice Semiconductor
LSCC
$9.38B
$1.03K ﹤0.01%
+14
NRDS icon
1561
NerdWallet
NRDS
$1.12B
$1.02K ﹤0.01%
+95
RMR icon
1562
The RMR Group
RMR
$260M
$1.02K ﹤0.01%
+65
RWL icon
1563
Invesco S&P 500 Revenue ETF
RWL
$7.1B
$1.02K ﹤0.01%
9
AEIS icon
1564
Advanced Energy
AEIS
$7.84B
$1.02K ﹤0.01%
6
ADT icon
1565
ADT
ADT
$6.64B
$1.02K ﹤0.01%
+117
HONE
1566
DELISTED
HarborOne Bancorp
HONE
$1.02K ﹤0.01%
75
NOK icon
1567
Nokia
NOK
$33.9B
$1.02K ﹤0.01%
212
SGRY icon
1568
Surgery Partners
SGRY
$2.21B
$1.02K ﹤0.01%
47
AGO icon
1569
Assured Guaranty
AGO
$4.16B
$1.02K ﹤0.01%
12
RH icon
1570
RH
RH
$3.01B
$1.02K ﹤0.01%
5
QMCO icon
1571
Quantum Corp
QMCO
$123M
$1.01K ﹤0.01%
+102
BRR
1572
Columbus Circle Capital Corp I
BRR
$196M
$1.01K ﹤0.01%
+100
WBS icon
1573
Webster Financial
WBS
$9.76B
$1.01K ﹤0.01%
+17
AVNS icon
1574
Avanos Medical
AVNS
$538M
$1.01K ﹤0.01%
87
OLPX icon
1575
Olaplex Holdings
OLPX
$761M
$1.01K ﹤0.01%
769