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
301
$72.2K 0.01%
2,433
+15
302
$71.5K 0.01%
1,125
303
$71.2K 0.01%
3,056
+36
304
$70.9K 0.01%
394
+6
305
$68.3K 0.01%
225
+24
306
$67.9K 0.01%
607
307
$67K 0.01%
251
+20
308
$66.5K 0.01%
559
309
$66.2K 0.01%
2,377
+48
310
$65.7K 0.01%
94
+5
311
$65.6K 0.01%
932
+57
312
$64.9K 0.01%
487
+16
313
$62.7K 0.01%
2,400
-190
314
$62.4K 0.01%
216
+4
315
$61.7K 0.01%
77
-93
316
$60.9K 0.01%
1,193
-146
317
$60.8K 0.01%
1,586
-146
318
$60.7K 0.01%
483
319
$59.7K 0.01%
273
+8
320
$59.2K 0.01%
1,815
+86
321
$59K 0.01%
779
+28
322
$58.2K 0.01%
216
+6
323
$58.2K 0.01%
1,353
+7
324
$57.1K 0.01%
1,360
+3
325
$57.1K 0.01%
122
+7
11 12
13
14 15