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
$637M
AUM Growth
+$55.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,017
New
Increased
Reduced
Closed

Top Buys

1
+$9.54M
2
+$8.7M
3
+$7.95M
4
BAI
iShares A.I. Innovation and Tech Active ETF
BAI
+$3.9M
5
XLG icon
Invesco S&P 500 Top 50 ETF
XLG
+$3.36M

Top Sells

1
+$20.5M
2
+$7.68M
3
+$3.75M
4
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$3.22M
5
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$1.56M

Sector Composition

1 Technology 6.37%
2 Healthcare 1.89%
3 Financials 1.55%
4 Consumer Discretionary 1.4%
5 Industrials 0.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CHRW icon
1676
C.H. Robinson
CHRW
$20.8B
$576 ﹤0.01%
6
VEEV icon
1677
Veeva Systems
VEEV
$36.5B
$576 ﹤0.01%
2
-2
DHT icon
1678
DHT Holdings
DHT
$2.13B
$573 ﹤0.01%
+53
PAGS icon
1679
PagSeguro Digital
PAGS
$2.93B
$569 ﹤0.01%
+59
NHI icon
1680
National Health Investors
NHI
$3.82B
$561 ﹤0.01%
+8
IMAX icon
1681
IMAX
IMAX
$2.01B
$560 ﹤0.01%
+20
VERI icon
1682
Veritone
VERI
$409M
$556 ﹤0.01%
+441
HES
1683
DELISTED
Hess
HES
$555 ﹤0.01%
+4
LEN icon
1684
Lennar Class A
LEN
$29.3B
$554 ﹤0.01%
+5
MRX
1685
Marex Group
MRX
$2.9B
$553 ﹤0.01%
+14
QSR icon
1686
Restaurant Brands International
QSR
$23.6B
$551 ﹤0.01%
8
MOG.A icon
1687
Moog Inc Class A
MOG.A
$9.73B
$543 ﹤0.01%
+3
NCMI icon
1688
National CineMedia
NCMI
$360M
$543 ﹤0.01%
+112
TGLS icon
1689
Tecnoglass
TGLS
$2.5B
$542 ﹤0.01%
+7
FTRE icon
1690
Fortrea Holdings
FTRE
$1.52B
$539 ﹤0.01%
109
-5
TV icon
1691
Televisa
TV
$1.6B
$539 ﹤0.01%
+246
CVBF icon
1692
CVB Financial
CVBF
$2.7B
$535 ﹤0.01%
27
-34
SLF icon
1693
Sun Life Financial
SLF
$34.8B
$532 ﹤0.01%
+8
TSCO icon
1694
Tractor Supply
TSCO
$27B
$528 ﹤0.01%
+10
ITRI icon
1695
Itron
ITRI
$4.49B
$527 ﹤0.01%
4
-2
EPR icon
1696
EPR Properties
EPR
$4.26B
$525 ﹤0.01%
+9
LYB icon
1697
LyondellBasell Industries
LYB
$16.4B
$521 ﹤0.01%
+9
WERN icon
1698
Werner Enterprises
WERN
$1.98B
$520 ﹤0.01%
19
-14
AVDX
1699
DELISTED
AvidXchange
AVDX
$519 ﹤0.01%
+53
MAS icon
1700
Masco
MAS
$14.6B
$515 ﹤0.01%
8
-343
66 67
68
69 70