PWA
Physician Wealth Advisors Portfolio holdings
AUM
$719M
1-Year Est. Return
19.48%
This Fund
S&P 500
1 Year Est. Return
+19.48%
AUM
$703M
AUM Growth
+$65.8M
(+10%)
Holding
2,084
Top Buys
| 1 | +$11.8M | |
| 2 | +$6.45M | |
| 3 | +$5.89M | |
| 4 |
Global X Defense Tech ETF
SHLD
|
+$4.8M |
| 5 |
Dimensional Emerging Core Equity Market ETF
DFAE
|
+$3.97M |
Top Sells
| 1 | +$8.3M | |
| 2 | +$7.51M | |
| 3 | +$6.53M | |
| 4 |
iShares MSCI USA Quality Factor ETF
QUAL
|
+$3.85M |
| 5 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$2.55M |
Sector Composition
| 1 | Technology | 7.4% |
| 2 | Financials | 1.77% |
| 3 | Healthcare | 1.75% |
| 4 | Consumer Discretionary | 1.51% |
| 5 | Industrials | 1.04% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
RC
2076
Ready Capital
RC
$261M
| – | – |
-257
|
|
||
2077
Remitly
RELY
$3.24B
| – | – |
-22
|
|
||
2078
RPC Inc
RES
$1.57B
| – | – |
-390
|
|
||
2079
Repligen
RGEN
$6.57B
| – | – |
-12
|
|
||
2080
Resources Connection
RGP
$126M
| – | – |
-182
|
|
||
2081
Ryman Hospitality Properties
RHP
$5.76B
| – | – |
-6
|
|
||
2082
Rumble
RUM
$1.73B
| – | – |
-124
|
|
||
2083
Revvity
RVTY
$9.39B
| – | – |
-28
|
|
||
2084
Recursion Pharmaceuticals
RXRX
$1.74B
| – | – |
-175
|
|