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
$637M
AUM Growth
+$55.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,017
New
Increased
Reduced
Closed

Top Buys

1
+$9.54M
2
+$8.7M
3
+$7.95M
4
BAI
iShares A.I. Innovation and Tech Active ETF
BAI
+$3.9M
5
XLG icon
Invesco S&P 500 Top 50 ETF
XLG
+$3.36M

Top Sells

1
+$20.5M
2
+$7.68M
3
+$3.75M
4
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$3.22M
5
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$1.56M

Sector Composition

1 Technology 6.37%
2 Healthcare 1.89%
3 Financials 1.55%
4 Consumer Discretionary 1.4%
5 Industrials 0.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
OPLN
1576
Openlane
OPLN
$3.2B
$758 ﹤0.01%
+31
TKNO icon
1577
Alpha Teknova
TKNO
$178M
$757 ﹤0.01%
+154
NYAX
1578
Nayax
NYAX
$2.19B
$755 ﹤0.01%
+15
SLNO icon
1579
Soleno Therapeutics
SLNO
$2.28B
$755 ﹤0.01%
+9
SIMO icon
1580
Silicon Motion
SIMO
$3.84B
$752 ﹤0.01%
10
-3
CARE icon
1581
Carter Bankshares
CARE
$450M
$746 ﹤0.01%
+43
DVAX icon
1582
Dynavax Technologies
DVAX
$1.78B
$744 ﹤0.01%
75
+3
WTS icon
1583
Watts Water Technologies
WTS
$9.92B
$738 ﹤0.01%
3
-2
MTH icon
1584
Meritage Homes
MTH
$5.36B
$737 ﹤0.01%
11
+2
SMCI icon
1585
Super Micro Computer
SMCI
$19.5B
$736 ﹤0.01%
+15
WPP icon
1586
WPP
WPP
$4.58B
$736 ﹤0.01%
+21
MPB icon
1587
Mid Penn Bancorp
MPB
$752M
$734 ﹤0.01%
26
XP icon
1588
XP
XP
$9.03B
$728 ﹤0.01%
+36
ATHM icon
1589
Autohome
ATHM
$2.73B
$723 ﹤0.01%
28
-5
LOGI icon
1590
Logitech
LOGI
$14B
$722 ﹤0.01%
8
-2
STNE icon
1591
StoneCo
STNE
$3.8B
$722 ﹤0.01%
45
-40
UVSP icon
1592
Univest Financial
UVSP
$954M
$721 ﹤0.01%
+24
HLX icon
1593
Helix Energy Solutions
HLX
$1.04B
$718 ﹤0.01%
+115
BCRX icon
1594
BioCryst Pharmaceuticals
BCRX
$1.4B
$717 ﹤0.01%
+80
ABG icon
1595
Asbury Automotive
ABG
$4.81B
$716 ﹤0.01%
+3
BCO icon
1596
Brink's
BCO
$5.22B
$715 ﹤0.01%
+8
AVTR icon
1597
Avantor
AVTR
$8.29B
$714 ﹤0.01%
+53
E icon
1598
ENI
E
$57.2B
$714 ﹤0.01%
22
FDP icon
1599
Fresh Del Monte Produce
FDP
$1.76B
$714 ﹤0.01%
22
GSL icon
1600
Global Ship Lease
GSL
$1.26B
$711 ﹤0.01%
27
-34
62 63
64
65 66