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
401
$35.1K 0.01%
208
+15
402
$35.1K 0.01%
473
403
$35K 0.01%
607
-369
404
$34.9K 0.01%
824
+98
405
$34.8K 0.01%
236
406
$34.7K 0.01%
388
+19
407
$34.6K 0.01%
270
408
$34.4K 0.01%
+936
409
$34.3K 0.01%
+1,295
410
$34.3K 0.01%
1,138
411
$34.3K 0.01%
426
+48
412
$34.3K 0.01%
486
+2
413
$34.2K 0.01%
1,270
+23
414
$33.6K 0.01%
159
-11
415
$33.6K 0.01%
1,122
+122
416
$33.6K 0.01%
645
417
$33.5K 0.01%
1,742
+81
418
$33.4K 0.01%
280
-65
419
$33.2K 0.01%
699
+1
420
$33.2K 0.01%
156
+144
421
$33.1K 0.01%
171
+39
422
$33.1K 0.01%
151
423
$33K 0.01%
491
+10
424
$32.9K 0.01%
736
+17
425
$32.2K 0.01%
44
+7
15 16
17
18 19