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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
PCOR icon
1876
Procore
PCOR
$6.03B
$510 ﹤0.01%
+7
S icon
1877
SentinelOne
S
$5.15B
$510 ﹤0.01%
+34
TFSL icon
1878
TFS Financial
TFSL
$4.6B
$509 ﹤0.01%
38
CE icon
1879
Celanese
CE
$5.61B
$508 ﹤0.01%
+12
MAS icon
1880
Masco
MAS
$15B
$508 ﹤0.01%
8
AIN icon
1881
Albany International
AIN
$2.02B
$507 ﹤0.01%
10
-99
HUT
1882
Hut 8
HUT
$14B
$506 ﹤0.01%
+11
BTDR icon
1883
Bitdeer Technologies
BTDR
$4.36B
$505 ﹤0.01%
+45
SAIC icon
1884
Saic
SAIC
$4.33B
$504 ﹤0.01%
+5
ITUB icon
1885
Itaú Unibanco
ITUB
$85.9B
$502 ﹤0.01%
+70
QCRH icon
1886
QCR Holdings
QCRH
$1.57B
$500 ﹤0.01%
+6
NVX
1887
NOVONIX
NVX
$114M
$497 ﹤0.01%
+492
NATL icon
1888
NCR Atleos
NATL
$3.22B
$496 ﹤0.01%
13
POST icon
1889
Post Holdings
POST
$4.01B
$496 ﹤0.01%
+5
FYBR
1890
DELISTED
Frontier Communications
FYBR
$495 ﹤0.01%
+13
KRYS icon
1891
Krystal Biotech
KRYS
$10.3B
$494 ﹤0.01%
+2
LIVN icon
1892
LivaNova
LIVN
$4.31B
$493 ﹤0.01%
8
-1
DBI icon
1893
Designer Brands
DBI
$321M
$491 ﹤0.01%
+66
JKS
1894
JinkoSolar
JKS
$1.02B
$491 ﹤0.01%
+19
ATR icon
1895
AptarGroup
ATR
$7.68B
$488 ﹤0.01%
+4
BFC icon
1896
Bank First Corp
BFC
$1.6B
$488 ﹤0.01%
+4
CWH icon
1897
Camping World
CWH
$493M
$487 ﹤0.01%
50
-22
SM icon
1898
SM Energy
SM
$6.51B
$487 ﹤0.01%
26
-448
FLS icon
1899
Flowserve
FLS
$10.4B
$486 ﹤0.01%
7
-2
NIC icon
1900
Nicolet Bankshares
NIC
$3.12B
$486 ﹤0.01%
+4
74 75
76
77 78