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
RNST icon
1601
Renasant Corp
RNST
$3.74B
$1.16K ﹤0.01%
32
DNN icon
1602
Denison Mines
DNN
$3.09B
$1.16K ﹤0.01%
327
ANGI icon
1603
Angi Inc
ANGI
$261M
$1.15K ﹤0.01%
+168
EZPW icon
1604
Ezcorp Inc
EZPW
$1.98B
$1.14K ﹤0.01%
45
CLSK icon
1605
CleanSpark
CLSK
$4.31B
$1.14K ﹤0.01%
134
-75
IMAX icon
1606
IMAX
IMAX
$2.15B
$1.14K ﹤0.01%
30
THRM icon
1607
Gentherm
THRM
$1.16B
$1.14K ﹤0.01%
+41
HLX icon
1608
Helix Energy Solutions
HLX
$1.43B
$1.14K ﹤0.01%
115
CM icon
1609
Canadian Imperial Bank of Commerce
CM
$99.8B
$1.14K ﹤0.01%
12
HAIN icon
1610
Hain Celestial
HAIN
$69M
$1.13K ﹤0.01%
+1,624
AOSL icon
1611
Alpha and Omega Semiconductor
AOSL
$1.5B
$1.13K ﹤0.01%
51
-73
STIM icon
1612
Neuronetics
STIM
$102M
$1.12K ﹤0.01%
+775
QDEL icon
1613
QuidelOrtho
QDEL
$1.04B
$1.12K ﹤0.01%
+68
DRD
1614
DRDGold
DRD
$2.22B
$1.12K ﹤0.01%
38
-18
KE
1615
Kimball Electronics
KE
$634M
$1.11K ﹤0.01%
47
CORZ icon
1616
Core Scientific
CORZ
$8.87B
$1.11K ﹤0.01%
74
-32
HNRG icon
1617
Hallador Energy
HNRG
$893M
$1.11K ﹤0.01%
68
RVLV icon
1618
Revolve Group
RVLV
$1.38B
$1.11K ﹤0.01%
49
MTW icon
1619
Manitowoc
MTW
$447M
$1.11K ﹤0.01%
95
SG icon
1620
Sweetgreen
SG
$876M
$1.11K ﹤0.01%
+213
MGY icon
1621
Magnolia Oil & Gas
MGY
$5.22B
$1.1K ﹤0.01%
+35
CYH icon
1622
Community Health Systems
CYH
$393M
$1.1K ﹤0.01%
375
LUNG icon
1623
Pulmonx
LUNG
$68.4M
$1.1K ﹤0.01%
+855
THRY icon
1624
Thryv Holdings
THRY
$169M
$1.1K ﹤0.01%
+402
ATEC icon
1625
Alphatec Holdings
ATEC
$1.22B
$1.1K ﹤0.01%
101