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
276
$89.3K 0.01%
8,234
-54
277
$88.7K 0.01%
306
+10
278
$88.1K 0.01%
653
+40
279
$87.6K 0.01%
393
+17
280
$87.1K 0.01%
1,386
+41
281
$86.3K 0.01%
958
+13
282
$86.1K 0.01%
1,381
+788
283
$85.9K 0.01%
800
+51
284
$85.8K 0.01%
224
+7
285
$84.1K 0.01%
513
+95
286
$83.8K 0.01%
272
+59
287
$83.7K 0.01%
565
+13
288
$81K 0.01%
1,687
+384
289
$78.8K 0.01%
1,930
290
$77.3K 0.01%
846
+424
291
$77K 0.01%
2,751
292
$76K 0.01%
4,558
+58
293
$76K 0.01%
1,138
+56
294
$75K 0.01%
2,220
-32
295
$74.7K 0.01%
1,250
296
$73.6K 0.01%
201
297
$73.6K 0.01%
1,476
+101
298
$73K 0.01%
1,000
299
$72.6K 0.01%
148
+95
300
$72.4K 0.01%
1,462
10 11
12
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