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
$2.49B
$1.04K ﹤0.01%
94
WGO icon
1552
Winnebago Industries
WGO
$1.35B
$1.04K ﹤0.01%
31
FOA icon
1553
Finance of America Companies
FOA
$196M
$1.03K ﹤0.01%
46
CCU icon
1554
Compañía de Cervecerías Unidas
CCU
$2.57B
$1.03K ﹤0.01%
85
+3
XPEV icon
1555
XPeng
XPEV
$19.7B
$1.03K ﹤0.01%
44
-16
JBSS icon
1556
John B. Sanfilippo & Son
JBSS
$856M
$1.03K ﹤0.01%
16
MEDP icon
1557
Medpace
MEDP
$17.2B
$1.03K ﹤0.01%
+2
WBTN
1558
WEBTOON Entertainment Inc
WBTN
$1.79B
$1.03K ﹤0.01%
53
KNX icon
1559
Knight Transportation
KNX
$9.2B
$1.03K ﹤0.01%
+26
LSCC icon
1560
Lattice Semiconductor
LSCC
$11.4B
$1.03K ﹤0.01%
+14
NRDS icon
1561
NerdWallet
NRDS
$934M
$1.02K ﹤0.01%
+95
RMR icon
1562
The RMR Group
RMR
$281M
$1.02K ﹤0.01%
+65
RWL icon
1563
Invesco S&P 500 Revenue ETF
RWL
$7.56B
$1.02K ﹤0.01%
9
AEIS icon
1564
Advanced Energy
AEIS
$9.58B
$1.02K ﹤0.01%
6
ADT icon
1565
ADT
ADT
$6.76B
$1.02K ﹤0.01%
+117
HONE
1566
DELISTED
HarborOne Bancorp
HONE
$1.02K ﹤0.01%
75
NOK icon
1567
Nokia
NOK
$36.3B
$1.02K ﹤0.01%
212
SGRY icon
1568
Surgery Partners
SGRY
$2.06B
$1.02K ﹤0.01%
47
AGO icon
1569
Assured Guaranty
AGO
$3.92B
$1.02K ﹤0.01%
12
RH icon
1570
RH
RH
$4.37B
$1.02K ﹤0.01%
5
QMCO icon
1571
Quantum Corp
QMCO
$108M
$1.01K ﹤0.01%
+102
BRR
1572
ProCap Financial Inc
BRR
$285M
$1.01K ﹤0.01%
+100
WBS icon
1573
Webster Financial
WBS
$10.4B
$1.01K ﹤0.01%
+17
OLPX icon
1574
Olaplex Holdings
OLPX
$1.09B
$1.01K ﹤0.01%
769
AVNS icon
1575
Avanos Medical
AVNS
$573M
$1.01K ﹤0.01%
87