PWA

Physician Wealth Advisors Portfolio holdings

AUM $719M
1-Year Est. Return 19.48%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.48%
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
+$8.83M
2
+$8.39M
3
+$7.39M
4
BAI
iShares A.I. Innovation and Tech Active ETF
BAI
+$3.31M
5
XLG icon
Invesco S&P 500 Top 50 ETF
XLG
+$3.07M

Top Sells

1
+$19M
2
+$7.08M
3
+$3.37M
4
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$3.1M
5
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$1.55M

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
226
$147K 0.02%
471
-82
227
$146K 0.02%
2,000
228
$146K 0.02%
+2,000
229
$145K 0.02%
1,171
230
$143K 0.02%
2,120
-14
231
$140K 0.02%
2,868
+146
232
$138K 0.02%
402
+59
233
$137K 0.02%
915
+32
234
$133K 0.02%
618
+2
235
$133K 0.02%
451
+19
236
$132K 0.02%
1,026
+39
237
$128K 0.02%
1,350
+1
238
$128K 0.02%
241
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239
$126K 0.02%
769
240
$125K 0.02%
427
+6
241
$125K 0.02%
14,382
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242
$125K 0.02%
1,081
-186
243
$123K 0.02%
2,840
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244
$118K 0.02%
1,172
+38
245
$115K 0.02%
1,481
246
$115K 0.02%
729
247
$113K 0.02%
258
248
$113K 0.02%
449
+97
249
$113K 0.02%
3,431
250
$112K 0.02%
1,966
8 9
10
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