PWA
Physician Wealth Advisors Portfolio holdings
AUM
$719M
1-Year Est. Return
20.04%
This Fund
S&P 500
1 Year Est. Return
+20.04%
AUM
$719M
AUM Growth
+$16.1M
(+2.3%)
Holding
2,181
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 |
Union Pacific
UNP
|
+$1.29M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
2176
Metagenomi Therapeutics
MGX
$52.3M
| – | – |
-610
|
|
||
2177
Sable Offshore Corp
SOC
$2.08B
| – | – |
-35
|
|
||
|
MRX
2178
Marex Group
MRX
$3.78B
| – | – |
-14
|
|
||
|
CNH
2179
CNH Industrial
CNH
$13B
| – | – |
-132
|
|
||
|
SILA
2180
Sila Realty Trust
SILA
$1.68B
| – | – |
-40
|
|
||
|
TEM
2181
Tempus AI
TEM
$9.87B
| – | – |
-12
|
|