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
FVRR icon
1676
Fiverr
FVRR
$368M
$1.02K ﹤0.01%
+102
SDGR icon
1677
Schrodinger
SDGR
$1.07B
$1.02K ﹤0.01%
+90
ALLY icon
1678
Ally Financial
ALLY
$13.1B
$1.02K ﹤0.01%
26
+13
CTRA
1679
DELISTED
Coterra Energy
CTRA
$1.02K ﹤0.01%
29
-349
NBHC icon
1680
National Bank Holdings
NBHC
$1.89B
$1.02K ﹤0.01%
26
+12
NRDY icon
1681
Nerdy
NRDY
$104M
$1.02K ﹤0.01%
+1,244
MPT
1682
Medical Properties Trust
MPT
$2.98B
$1.01K ﹤0.01%
219
THFF icon
1683
First Financial Corp
THFF
$845M
$1.01K ﹤0.01%
16
GDRX icon
1684
GoodRx Holdings
GDRX
$897M
$1.01K ﹤0.01%
+515
CNDT icon
1685
Conduent
CNDT
$237M
$1.01K ﹤0.01%
+787
TV icon
1686
Televisa
TV
$1.41B
$1.01K ﹤0.01%
346
GSL icon
1687
Global Ship Lease
GSL
$1.37B
$1.01K ﹤0.01%
27
CLOV icon
1688
Clover Health Investments
CLOV
$2.02B
$1K ﹤0.01%
+571
YORW icon
1689
York Water
YORW
$491M
$1K ﹤0.01%
33
+3
JHX icon
1690
James Hardie Industries
JHX
$13.1B
$1K ﹤0.01%
53
LTC
1691
LTC Properties
LTC
$1.85B
$1K ﹤0.01%
27
FORR icon
1692
Forrester Research
FORR
$136M
$1K ﹤0.01%
+177
AGNT
1693
eXp World Holdings
AGNT
$781M
$1K ﹤0.01%
+167
SPWH icon
1694
Sportsman's Warehouse
SPWH
$49.6M
$1K ﹤0.01%
709
+348
POWI icon
1695
Power Integrations
POWI
$4.29B
$996 ﹤0.01%
19
AMWL icon
1696
American Well
AMWL
$144M
$995 ﹤0.01%
+189
LEGN icon
1697
Legend Biotech
LEGN
$6.06B
$995 ﹤0.01%
+55
WAL icon
1698
Western Alliance Bancorporation
WAL
$8.75B
$992 ﹤0.01%
14
-13
MUSA icon
1699
Murphy USA
MUSA
$10.1B
$988 ﹤0.01%
+2
BOW
1700
Bowhead Specialty Holdings
BOW
$846M
$987 ﹤0.01%
44
-68