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
WBTN
1726
WEBTOON Entertainment Inc
WBTN
$1.79B
$482 ﹤0.01%
53
-25
BE icon
1727
Bloom Energy
BE
$35.4B
$479 ﹤0.01%
+20
INMD icon
1728
InMode
INMD
$881M
$477 ﹤0.01%
33
-20
RWK icon
1729
Invesco S&P MidCap 400 Revenue ETF
RWK
$1.11B
$477 ﹤0.01%
4
BBIO icon
1730
BridgeBio Pharma
BBIO
$14.7B
$475 ﹤0.01%
+11
EBC icon
1731
Eastern Bankshares
EBC
$4.36B
$474 ﹤0.01%
+31
SBSI icon
1732
Southside Bancshares
SBSI
$970M
$471 ﹤0.01%
+16
EQT icon
1733
EQT Corp
EQT
$31.5B
$467 ﹤0.01%
+8
IBOC icon
1734
International Bancshares
IBOC
$4.38B
$466 ﹤0.01%
+7
IRTC icon
1735
iRhythm Holdings, Inc. Common Stock
IRTC
$5.39B
$462 ﹤0.01%
+3
HWC icon
1736
Hancock Whitney
HWC
$5.71B
$460 ﹤0.01%
+8
ADMA icon
1737
ADMA Biologics
ADMA
$4.12B
$456 ﹤0.01%
+25
BOOT icon
1738
Boot Barn
BOOT
$5.87B
$456 ﹤0.01%
+3
GEO icon
1739
The GEO Group
GEO
$2.45B
$456 ﹤0.01%
+19
FHB icon
1740
First Hawaiian
FHB
$3.3B
$450 ﹤0.01%
+18
IPO icon
1741
Renaissance IPO ETF
IPO
$144M
$450 ﹤0.01%
10
RMBS icon
1742
Rambus
RMBS
$11.6B
$449 ﹤0.01%
7
-5
VIRT icon
1743
Virtu Financial
VIRT
$3.13B
$448 ﹤0.01%
+10
AUR icon
1744
Aurora
AUR
$9.04B
$446 ﹤0.01%
85
-53
TW icon
1745
Tradeweb Markets
TW
$22.7B
$440 ﹤0.01%
+3
POST icon
1746
Post Holdings
POST
$5.13B
$437 ﹤0.01%
+4
WEN icon
1747
Wendy's
WEN
$1.58B
$436 ﹤0.01%
38
NXT icon
1748
Nextpower Inc
NXT
$14.3B
$435 ﹤0.01%
+8
INVH icon
1749
Invitation Homes
INVH
$17B
$427 ﹤0.01%
13
-16
SWTX
1750
DELISTED
SpringWorks Therapeutics
SWTX
$423 ﹤0.01%
+9
68 69
70
71 72