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
351
$48.2K 0.01%
344
-113
352
$47.9K 0.01%
373
353
$47.9K 0.01%
1,264
354
$47.6K 0.01%
1,055
355
$47.2K 0.01%
88
-6
356
$47K 0.01%
862
+515
357
$46.8K 0.01%
2,194
+78
358
$46.7K 0.01%
1,167
-193
359
$46.6K 0.01%
951
-6,750
360
$46.4K 0.01%
545
+96
361
$46.4K 0.01%
672
-758
362
$46.3K 0.01%
470
+28
363
$46.2K 0.01%
1,446
364
$46K 0.01%
406
+22
365
$45.8K 0.01%
171
+8
366
$45.7K 0.01%
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$45.6K 0.01%
2,230
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368
$45.3K 0.01%
529
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369
$44K 0.01%
895
-648
370
$43.8K 0.01%
184
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371
$43.7K 0.01%
469
+3
372
$43.6K 0.01%
3,000
373
$42.9K 0.01%
305
+8
374
$41.5K 0.01%
+173
375
$41.3K 0.01%
225
+20
13 14
15
16 17