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

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
INVH icon
1601
Invitation Homes
INVH
$17B
$968 ﹤0.01%
33
+20
UGP icon
1602
Ultrapar
UGP
$4.26B
$968 ﹤0.01%
+236
FSBC icon
1603
Five Star Bancorp
FSBC
$747M
$966 ﹤0.01%
30
NREF
1604
NexPoint Real Estate Finance
NREF
$256M
$965 ﹤0.01%
68
CHD icon
1605
Church & Dwight Co
CHD
$20.3B
$964 ﹤0.01%
11
-11
CPT icon
1606
Camden Property Trust
CPT
$11.3B
$962 ﹤0.01%
+9
TXNM
1607
TXNM Energy Inc
TXNM
$6.36B
$962 ﹤0.01%
+17
THFF icon
1608
First Financial Corp
THFF
$705M
$960 ﹤0.01%
17
FINV
1609
FinVolution Group
FINV
$1.3B
$959 ﹤0.01%
130
JRVR icon
1610
James River Group Holdings
JRVR
$266M
$955 ﹤0.01%
172
PHG icon
1611
Philips
PHG
$26.9B
$955 ﹤0.01%
35
CNK icon
1612
Cinemark Holdings
CNK
$3.16B
$953 ﹤0.01%
34
AIV
1613
Aimco
AIV
$810M
$952 ﹤0.01%
+120
MTW icon
1614
Manitowoc
MTW
$399M
$951 ﹤0.01%
95
PSO icon
1615
Pearson
PSO
$8.34B
$949 ﹤0.01%
+67
SIMO icon
1616
Silicon Motion
SIMO
$3.01B
$949 ﹤0.01%
10
PGNY icon
1617
Progyny
PGNY
$2.18B
$947 ﹤0.01%
44
AVXL icon
1618
Anavex Life Sciences
AVXL
$341M
$944 ﹤0.01%
106
-75
DSGX icon
1619
Descartes Systems
DSGX
$7.04B
$943 ﹤0.01%
10
RL icon
1620
Ralph Lauren
RL
$22.2B
$941 ﹤0.01%
+3
HRL icon
1621
Hormel Foods
HRL
$12.8B
$941 ﹤0.01%
38
+16
BCO icon
1622
Brink's
BCO
$4.68B
$935 ﹤0.01%
8
IRT icon
1623
Independence Realty Trust
IRT
$4.08B
$935 ﹤0.01%
57
+29
PR icon
1624
Permian Resources
PR
$10.9B
$935 ﹤0.01%
+73
TV icon
1625
Televisa
TV
$1.44B
$931 ﹤0.01%
346
+100