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

Top Buys

1
+$12.4M
2
+$6.99M
3
+$6.15M
4
SHLD icon
Global X Defense Tech ETF
SHLD
+$5.38M
5
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$4.15M

Top Sells

1
+$8.48M
2
+$8.04M
3
+$6.73M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$3.99M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.7M

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
AEG icon
1576
Aegon
AEG
$11.6B
$1.01K ﹤0.01%
126
PSTG icon
1577
Pure Storage
PSTG
$24.1B
$1.01K ﹤0.01%
+12
ZIMV
1578
DELISTED
ZimVie
ZIMV
$1K ﹤0.01%
+53
SILA
1579
Sila Realty Trust
SILA
$1.32B
$1K ﹤0.01%
40
CLPR
1580
Clipper Realty
CLPR
$60.1M
$1K ﹤0.01%
263
UGI icon
1581
UGI
UGI
$8.06B
$998 ﹤0.01%
+30
WSBC icon
1582
WesBanco
WSBC
$3.3B
$990 ﹤0.01%
31
-14
CBT icon
1583
Cabot Corp
CBT
$3.75B
$989 ﹤0.01%
+13
HVT icon
1584
Haverty Furniture Companies
HVT
$428M
$987 ﹤0.01%
+45
BDN
1585
Brandywine Realty Trust
BDN
$538M
$985 ﹤0.01%
236
ADVM
1586
DELISTED
Adverum Biotechnologies
ADVM
$984 ﹤0.01%
+217
SYBT icon
1587
Stock Yards Bancorp
SYBT
$2.02B
$980 ﹤0.01%
14
-6
LPX icon
1588
Louisiana-Pacific
LPX
$6.49B
$978 ﹤0.01%
+11
SJM icon
1589
J.M. Smucker
SJM
$10.9B
$978 ﹤0.01%
9
-9
HAIN icon
1590
Hain Celestial
HAIN
$110M
$975 ﹤0.01%
+617
BORR
1591
Borr Drilling
BORR
$1.31B
$974 ﹤0.01%
+362
CMC icon
1592
Commercial Metals
CMC
$8.25B
$974 ﹤0.01%
+17
TROX icon
1593
Tronox
TROX
$907M
$973 ﹤0.01%
242
ARR
1594
Armour Residential REIT
ARR
$2.14B
$972 ﹤0.01%
+65
FFIV icon
1595
F5
FFIV
$15.6B
$970 ﹤0.01%
+3
FG icon
1596
F&G Annuities & Life
FG
$3.71B
$970 ﹤0.01%
31
WGS icon
1597
GeneDx Holdings
WGS
$3.12B
$970 ﹤0.01%
9
TEM
1598
Tempus AI
TEM
$12.5B
$969 ﹤0.01%
+12
IBN icon
1599
ICICI Bank
IBN
$110B
$968 ﹤0.01%
32
-52
INVH icon
1600
Invitation Homes
INVH
$17B
$968 ﹤0.01%
33
+20
62 63
64
65 66