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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
+$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,181
New
Increased
Reduced
Closed

Top Buys

1
+$9.13M
2
+$5.12M
3
+$4.48M
4
VCRM
Vanguard Core Tax-Exempt Bond ETF
VCRM
+$1.15M
5
BAI
iShares A.I. Innovation and Tech Active ETF
BAI
+$999K

Top Sells

1
+$11.4M
2
+$4.55M
3
+$1.8M
4
UNP icon
Union Pacific
UNP
+$1.29M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$1.08M

Sector Composition

1 Technology 6.33%
2 Financials 1.69%
3 Healthcare 1.66%
4 Consumer Discretionary 1.44%
5 Communication Services 0.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ESI icon
1726
Element Solutions
ESI
$11.2B
$750 ﹤0.01%
30
-2
VAC icon
1727
Marriott Vacations Worldwide
VAC
$3.36B
$750 ﹤0.01%
13
-17
ENS icon
1728
EnerSys
ENS
$8.32B
$734 ﹤0.01%
5
MOG.A icon
1729
Moog Inc Class A
MOG.A
$13B
$731 ﹤0.01%
3
LI icon
1730
Li Auto
LI
$13.3B
$728 ﹤0.01%
+43
KALV
1731
DELISTED
KalVista Pharmaceuticals
KALV
$727 ﹤0.01%
+45
HLX icon
1732
Helix Energy Solutions
HLX
$1.28B
$722 ﹤0.01%
115
AYI icon
1733
Acuity Brands
AYI
$9.63B
$721 ﹤0.01%
2
VGIT icon
1734
Vanguard Intermediate-Term Treasury ETF
VGIT
$41B
$720 ﹤0.01%
+12
HCAT icon
1735
Health Catalyst
HCAT
$129M
$717 ﹤0.01%
300
SKWD icon
1736
Skyward Specialty Insurance
SKWD
$2.05B
$716 ﹤0.01%
+14
VLRS
1737
Controladora Vuela Compania de Aviacion
VLRS
$1.03B
$702 ﹤0.01%
+79
CRNX icon
1738
Crinetics Pharmaceuticals
CRNX
$3.78B
$699 ﹤0.01%
15
-7
ARIS
1739
Aris Mining
ARIS
$3.43B
$698 ﹤0.01%
+43
MAT icon
1740
Mattel
MAT
$4.08B
$695 ﹤0.01%
35
POWI icon
1741
Power Integrations
POWI
$4.85B
$691 ﹤0.01%
19
-19
NEU icon
1742
NewMarket
NEU
$7.18B
$688 ﹤0.01%
1
ASM
1743
Avino Silver & Gold Mines
ASM
$1.15B
$684 ﹤0.01%
+110
SIRI icon
1744
SiriusXM
SIRI
$9.44B
$680 ﹤0.01%
34
+12
ERO icon
1745
Ero Copper
ERO
$3.1B
$679 ﹤0.01%
+24
KHC icon
1746
Kraft Heinz
KHC
$27.1B
$679 ﹤0.01%
28
-508
BAH icon
1747
Booz Allen Hamilton
BAH
$7.96B
$675 ﹤0.01%
8
-59
JELD icon
1748
JELD-WEN Holding
JELD
$153M
$675 ﹤0.01%
274
WPP icon
1749
WPP
WPP
$3.88B
$674 ﹤0.01%
30
-24
HALO icon
1750
Halozyme
HALO
$8.13B
$673 ﹤0.01%
10
68 69
70
71 72