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
SENEA icon
1651
Seneca Foods Class A
SENEA
$994M
$1.06K ﹤0.01%
+7
INVX
1652
Innovex International
INVX
$1.84B
$1.06K ﹤0.01%
43
AZTA icon
1653
Azenta
AZTA
$1.05B
$1.06K ﹤0.01%
50
-202
FIG
1654
Figma
FIG
$11.5B
$1.06K ﹤0.01%
+50
ALSN icon
1655
Allison Transmission
ALSN
$9.6B
$1.05K ﹤0.01%
+9
PSMT icon
1656
Pricesmart
PSMT
$5.37B
$1.05K ﹤0.01%
+7
LRMR icon
1657
Larimar Therapeutics
LRMR
$329M
$1.05K ﹤0.01%
233
BEKE icon
1658
KE Holdings
BEKE
$17.9B
$1.05K ﹤0.01%
70
-10
FLEX icon
1659
Flex
FLEX
$55.7B
$1.05K ﹤0.01%
16
HCM icon
1660
HUTCHMED
HCM
$1.87B
$1.05K ﹤0.01%
+70
MDGL icon
1661
Madrigal Pharmaceuticals
MDGL
$11.2B
$1.05K ﹤0.01%
2
-1
OPAD icon
1662
Offerpad Solutions
OPAD
$29.2M
$1.04K ﹤0.01%
+1,594
SLP icon
1663
Simulations Plus
SLP
$321M
$1.04K ﹤0.01%
+88
SITM icon
1664
SiTime
SITM
$16.5B
$1.04K ﹤0.01%
3
KRYS icon
1665
Krystal Biotech
KRYS
$8.87B
$1.03K ﹤0.01%
4
+2
BWX icon
1666
State Street SPDR Bloomberg International Treasury Bond ETF
BWX
$1.45B
$1.03K ﹤0.01%
47
INSP icon
1667
Inspire Medical Systems
INSP
$1.19B
$1.03K ﹤0.01%
+20
LZ icon
1668
LegalZoom.com
LZ
$985M
$1.03K ﹤0.01%
+182
DOCN icon
1669
DigitalOcean
DOCN
$17.7B
$1.03K ﹤0.01%
12
-4
IVR icon
1670
Invesco Mortgage Capital
IVR
$725M
$1.03K ﹤0.01%
+127
NNOX icon
1671
Nano X Imaging
NNOX
$134M
$1.03K ﹤0.01%
+452
WMK icon
1672
Weis Markets
WMK
$1.94B
$1.03K ﹤0.01%
+15
TGLS icon
1673
Tecnoglass
TGLS
$1.88B
$1.02K ﹤0.01%
+23
UVE icon
1674
Universal Insurance Holdings
UVE
$1.04B
$1.02K ﹤0.01%
30
GIB icon
1675
CGI
GIB
$14.1B
$1.02K ﹤0.01%
14
-4