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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
+$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,181
New
Increased
Reduced
Closed

Top Buys

1
+$9.13M
2
+$5.12M
3
+$4.48M
4
VCRM
Vanguard Core Tax-Exempt Bond ETF
VCRM
+$1.15M
5
BAI
iShares A.I. Innovation and Tech Active ETF
BAI
+$999K

Top Sells

1
+$11.4M
2
+$4.55M
3
+$1.8M
4
UNP icon
Union Pacific
UNP
+$1.29M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$1.08M

Sector Composition

1 Technology 6.33%
2 Financials 1.69%
3 Healthcare 1.66%
4 Consumer Discretionary 1.44%
5 Communication Services 0.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TXT icon
1601
Textron
TXT
$15.6B
$1.05K ﹤0.01%
12
-1
INSM icon
1602
Insmed
INSM
$20.8B
$1.04K ﹤0.01%
6
-4
AGCO icon
1603
AGCO
AGCO
$8.23B
$1.04K ﹤0.01%
10
SNAP icon
1604
Snap
SNAP
$7.72B
$1.04K ﹤0.01%
129
-408
EMBC icon
1605
Embecta
EMBC
$185M
$1.03K ﹤0.01%
87
TOST icon
1606
Toast
TOST
$14.3B
$1.03K ﹤0.01%
29
-12
BCE icon
1607
BCE
BCE
$21.7B
$1.02K ﹤0.01%
+43
HRTG icon
1608
Heritage Insurance Holdings
HRTG
$704M
$1.02K ﹤0.01%
35
-41
PR icon
1609
Permian Resources
PR
$15.4B
$1.02K ﹤0.01%
73
FFIV icon
1610
F5
FFIV
$21.7B
$1.02K ﹤0.01%
4
+1
OSIS icon
1611
OSI Systems
OSIS
$3.67B
$1.02K ﹤0.01%
4
-2
NWBI icon
1612
Northwest Bancshares
NWBI
$2.12B
$1.02K ﹤0.01%
+85
PIPR icon
1613
Piper Sandler
PIPR
$5.53B
$1.02K ﹤0.01%
12
RAL
1614
Ralliant Corp
RAL
$7.63B
$1.02K ﹤0.01%
20
-28
UTL icon
1615
Unitil
UTL
$917M
$1.02K ﹤0.01%
21
-4
UVE icon
1616
Universal Insurance Holdings
UVE
$1.06B
$1.01K ﹤0.01%
30
LASR icon
1617
nLIGHT
LASR
$3.65B
$1.01K ﹤0.01%
27
TV icon
1618
Televisa
TV
$1.58B
$1.01K ﹤0.01%
346
CLPR
1619
Clipper Realty
CLPR
$49.3M
$1K ﹤0.01%
263
HG icon
1620
Hamilton Insurance Group
HG
$3.11B
$1K ﹤0.01%
36
AAT
1621
American Assets Trust
AAT
$1.48B
$1K ﹤0.01%
+53
CVLT icon
1622
Commault Systems
CVLT
$5.36B
$1K ﹤0.01%
8
+1
SLM icon
1623
SLM Corp
SLM
$4.34B
$1K ﹤0.01%
+37
UFPI icon
1624
UFP Industries
UFPI
$4.89B
$1K ﹤0.01%
11
+3
EQH icon
1625
Equitable Holdings
EQH
$12.8B
$1K ﹤0.01%
21
-31
63 64
65
66 67