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
-$128K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,264
New
Increased
Reduced
Closed

Top Buys

1
+$34.7M
2
+$20.8M
3
+$3.34M
4
SHLD icon
Global X Defense Tech ETF
SHLD
+$3.07M
5
GBCI icon
Glacier Bancorp
GBCI
+$2.09M

Top Sells

1
+$23.4M
2
+$15.6M
3
+$8.77M
4
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$5.78M
5
DYNF icon
BlackRock US Equity Factor Rotation ETF
DYNF
+$5.15M

Sector Composition

1 Technology 5.93%
2 Financials 1.92%
3 Healthcare 1.59%
4 Consumer Discretionary 1.29%
5 Communication Services 0.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BHF icon
1576
Brighthouse Financial
BHF
$3.58B
$1.2K ﹤0.01%
20
CAG icon
1577
Conagra Brands
CAG
$6.07B
$1.2K ﹤0.01%
76
-381
HZO icon
1578
MarineMax
HZO
$768M
$1.19K ﹤0.01%
44
ACIW icon
1579
ACI Worldwide
ACIW
$4.31B
$1.19K ﹤0.01%
+29
NIC icon
1580
Nicolet Bankshares
NIC
$2.9B
$1.19K ﹤0.01%
8
+4
ANF icon
1581
Abercrombie & Fitch
ANF
$3.47B
$1.19K ﹤0.01%
13
-5
BBAI icon
1582
BigBear.ai
BBAI
$2.28B
$1.19K ﹤0.01%
337
EMBJ
1583
Embraer S.A. ADS
EMBJ
$10.1B
$1.19K ﹤0.01%
20
POST icon
1584
Post Holdings
POST
$4.02B
$1.19K ﹤0.01%
12
+7
LOGI icon
1585
Logitech
LOGI
$17B
$1.19K ﹤0.01%
13
-7
SJT
1586
San Juan Basin Royalty Trust
SJT
$182M
$1.18K ﹤0.01%
245
DH icon
1587
Definitive Healthcare
DH
$95.7M
$1.17K ﹤0.01%
+952
FFBC icon
1588
First Financial Bancorp
FFBC
$3.2B
$1.17K ﹤0.01%
42
BNL icon
1589
Broadstone Net Lease
BNL
$3.88B
$1.17K ﹤0.01%
64
RVMD icon
1590
Revolution Medicines
RVMD
$33.1B
$1.17K ﹤0.01%
12
+4
SAH icon
1591
Sonic Automotive
SAH
$2.66B
$1.17K ﹤0.01%
17
SSTK icon
1592
Shutterstock
SSTK
$485M
$1.16K ﹤0.01%
70
LION icon
1593
Lionsgate Studios
LION
$3.92B
$1.16K ﹤0.01%
121
FULT icon
1594
Fulton Financial
FULT
$4.19B
$1.16K ﹤0.01%
57
HAFC icon
1595
Hanmi Financial
HAFC
$907M
$1.16K ﹤0.01%
44
UBSI icon
1596
United Bankshares
UBSI
$6.02B
$1.16K ﹤0.01%
28
AGCO icon
1597
AGCO
AGCO
$8.68B
$1.16K ﹤0.01%
10
RGLO
1598
Russell Investments Global Equity ETF
RGLO
$325M
$1.16K ﹤0.01%
40
FFIV icon
1599
F5
FFIV
$23.1B
$1.16K ﹤0.01%
4
CRUS icon
1600
Cirrus Logic
CRUS
$8.86B
$1.16K ﹤0.01%
8
62 63
64
65 66