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
251
$111K 0.02%
156
+3
252
$109K 0.02%
10,000
253
$108K 0.02%
4,801
-16
254
$107K 0.02%
1,443
-7
255
$107K 0.02%
576
+66
256
$105K 0.02%
1,528
+77
257
$103K 0.02%
1,475
-410
258
$103K 0.02%
661
+51
259
$103K 0.02%
4,470
260
$103K 0.02%
5,020
261
$103K 0.02%
4,000
262
$102K 0.02%
4,173
263
$101K 0.02%
581
+19
264
$101K 0.02%
134
-17
265
$99.6K 0.02%
279
+9
266
$98.7K 0.02%
2,012
-1,768
267
$97.6K 0.02%
358
+90
268
$96.9K 0.02%
631
+16
269
$96.3K 0.02%
421
+33
270
$94.3K 0.01%
+2,047
271
$94.1K 0.01%
1,179
+3
272
$92.5K 0.01%
1,133
+8
273
$90.1K 0.01%
2,525
-4
274
$89.7K 0.01%
660
+86
275
$89.7K 0.01%
4,059
9 10
11
12 13