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PWA

Physician Wealth Advisors Portfolio holdings

AUM $719M
1-Year Est. Return 20.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.04%
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 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
BNL icon
1551
Broadstone Net Lease
BNL
$3.95B
$1.11K ﹤0.01%
64
GLOB icon
1552
Globant
GLOB
$1.33B
$1.11K ﹤0.01%
17
+8
AVBC
1553
Avidia Bancorp
AVBC
$374M
$1.11K ﹤0.01%
+66
IMAX icon
1554
IMAX
IMAX
$2.44B
$1.11K ﹤0.01%
30
+10
HOG icon
1555
Harley-Davidson
HOG
$2.7B
$1.1K ﹤0.01%
54
LION icon
1556
Lionsgate Studios
LION
$4.5B
$1.1K ﹤0.01%
+121
RGP icon
1557
Resources Connection
RGP
$145M
$1.1K ﹤0.01%
+219
NCNO icon
1558
nCino
NCNO
$1.62B
$1.1K ﹤0.01%
43
RMBS icon
1559
Rambus
RMBS
$15.3B
$1.1K ﹤0.01%
12
+5
COLM icon
1560
Columbia Sportswear
COLM
$3.4B
$1.1K ﹤0.01%
+20
FULT icon
1561
Fulton Financial
FULT
$4.38B
$1.1K ﹤0.01%
+57
ENVA icon
1562
Enova International
ENVA
$5.04B
$1.1K ﹤0.01%
7
JHX icon
1563
James Hardie Industries
JHX
$14.4B
$1.1K ﹤0.01%
53
+20
GHC icon
1564
Graham Holdings Company
GHC
$4.93B
$1.1K ﹤0.01%
1
-1
AMPH icon
1565
Amphastar Pharmaceuticals
AMPH
$829M
$1.1K ﹤0.01%
41
EWCZ
1566
DELISTED
European Wax Center
EWCZ
$1.1K ﹤0.01%
305
METC icon
1567
Ramaco Resources Class A
METC
$914M
$1.1K ﹤0.01%
61
MPT
1568
Medical Properties Trust
MPT
$2.71B
$1.09K ﹤0.01%
219
FRPH icon
1569
FRP Holdings
FRPH
$455M
$1.09K ﹤0.01%
48
-15
MHK icon
1570
Mohawk Industries
MHK
$6.85B
$1.09K ﹤0.01%
10
+3
CX icon
1571
Cemex
CX
$18.4B
$1.09K ﹤0.01%
95
STEP icon
1572
StepStone Group
STEP
$3.69B
$1.09K ﹤0.01%
17
+6
CM icon
1573
Canadian Imperial Bank of Commerce
CM
$102B
$1.09K ﹤0.01%
+12
MKTX icon
1574
MarketAxess Holdings
MKTX
$4.28B
$1.09K ﹤0.01%
+6
PYXS icon
1575
Pyxis Oncology
PYXS
$129M
$1.08K ﹤0.01%
943