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
376
$40.5K 0.01%
844
377
$40.1K 0.01%
518
378
$40.1K 0.01%
157
+8
379
$39.9K 0.01%
1,008
+67
380
$39.7K 0.01%
239
+44
381
$39.5K 0.01%
212
+5
382
$38.8K 0.01%
171
+10
383
$38.7K 0.01%
894
+122
384
$38.6K 0.01%
323
+53
385
$38.4K 0.01%
436
386
$38.3K 0.01%
148
+52
387
$38.2K 0.01%
359
+16
388
$37.9K 0.01%
105
+1
389
$37.6K 0.01%
1,226
+102
390
$37.2K 0.01%
519
+9
391
$36.8K 0.01%
354
+5
392
$36.6K 0.01%
1,741
393
$36.3K 0.01%
360
+163
394
$36.2K 0.01%
942
-538
395
$36.2K 0.01%
393
-33
396
$36K 0.01%
200
397
$35.8K 0.01%
1,376
+187
398
$35.8K 0.01%
902
399
$35.5K 0.01%
127
+5
400
$35.4K 0.01%
1,377
+47
14 15
16
17 18