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
DUOL icon
1701
Duolingo
DUOL
$5B
$986 ﹤0.01%
+10
SKIL icon
1702
Skillsoft
SKIL
$64.6M
$983 ﹤0.01%
+229
DGX icon
1703
Quest Diagnostics
DGX
$21.4B
$980 ﹤0.01%
5
+2
OMC icon
1704
Omnicom Group
OMC
$21B
$980 ﹤0.01%
13
-25
AGO icon
1705
Assured Guaranty
AGO
$3.24B
$978 ﹤0.01%
+12
CPT icon
1706
Camden Property Trust
CPT
$10.8B
$977 ﹤0.01%
10
-19
WTFC icon
1707
Wintrust Financial
WTFC
$9.98B
$973 ﹤0.01%
7
LASR icon
1708
nLIGHT
LASR
$4.31B
$970 ﹤0.01%
17
-10
MMYT icon
1709
MakeMyTrip
MMYT
$4.21B
$970 ﹤0.01%
26
+4
BRZE icon
1710
Braze
BRZE
$2.65B
$969 ﹤0.01%
+41
DHT icon
1711
DHT Holdings
DHT
$2.64B
$969 ﹤0.01%
53
MSGS icon
1712
Madison Square Garden
MSGS
$9.17B
$965 ﹤0.01%
3
RLX icon
1713
RLX Technology
RLX
$2.48B
$962 ﹤0.01%
+437
WGO icon
1714
Winnebago Industries
WGO
$819M
$961 ﹤0.01%
31
PHG icon
1715
Philips
PHG
$24.1B
$959 ﹤0.01%
35
MMI icon
1716
Marcus & Millichap
MMI
$1.1B
$958 ﹤0.01%
+36
CRCL
1717
Circle Internet Group
CRCL
$22.4B
$955 ﹤0.01%
+10
CWST icon
1718
Casella Waste Systems
CWST
$5.34B
$953 ﹤0.01%
12
-22
PBF icon
1719
PBF Energy
PBF
$5.03B
$953 ﹤0.01%
20
PRCT icon
1720
Procept Biorobotics
PRCT
$1.5B
$951 ﹤0.01%
38
+13
RNW icon
1721
ReNew
RNW
$2.28B
$949 ﹤0.01%
207
-481
WRLD icon
1722
World Acceptance Corp
WRLD
$748M
$946 ﹤0.01%
7
-1
P
1723
Everpure Inc
P
$26.9B
$945 ﹤0.01%
16
+4
METC icon
1724
Ramaco Resources Class A
METC
$1.1B
$944 ﹤0.01%
61
FWONK icon
1725
Liberty Media Series C
FWONK
$21.8B
$936 ﹤0.01%
11
-10