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
326
$57.1K 0.01%
647
+14
327
$56.8K 0.01%
506
+1
328
$56.6K 0.01%
186
+30
329
$55.5K 0.01%
281
-99
330
$55.3K 0.01%
239
331
$54.3K 0.01%
155
+8
332
$54.3K 0.01%
2,470
333
$53.8K 0.01%
491
334
$53.7K 0.01%
107
+27
335
$53.7K 0.01%
2,300
336
$53K 0.01%
2,000
337
$52.9K 0.01%
1,063
338
$52.9K 0.01%
1,161
339
$52.7K 0.01%
2,170
340
$51.8K 0.01%
1,940
+3
341
$51.6K 0.01%
1,721
342
$51.6K 0.01%
400
+8
343
$51.6K 0.01%
1,830
344
$50K 0.01%
890
+56
345
$49.7K 0.01%
201
346
$48.9K 0.01%
173
-2
347
$48.6K 0.01%
1,102
348
$48.6K 0.01%
155
+11
349
$48.5K 0.01%
241
+26
350
$48.3K 0.01%
95
+7
12 13
14
15 16