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
426
$31.7K 0.01%
306
427
$31.6K 0.01%
390
+3
428
$31K ﹤0.01%
291
+93
429
$30.8K ﹤0.01%
+1,257
430
$30.7K ﹤0.01%
442
+70
431
$30.6K ﹤0.01%
869
+222
432
$30.4K ﹤0.01%
400
433
$30.4K ﹤0.01%
702
+162
434
$30.4K ﹤0.01%
180
+3
435
$30.4K ﹤0.01%
276
436
$30.4K ﹤0.01%
263
437
$29.9K ﹤0.01%
326
-81
438
$29.9K ﹤0.01%
406
+10
439
$29.9K ﹤0.01%
477
440
$29.8K ﹤0.01%
1,938
+204
441
$29.8K ﹤0.01%
361
+1
442
$29.7K ﹤0.01%
374
443
$29.7K ﹤0.01%
358
444
$29.7K ﹤0.01%
276
+22
445
$29.5K ﹤0.01%
215
+31
446
$29.3K ﹤0.01%
60
-3
447
$29.3K ﹤0.01%
539
+69
448
$29.2K ﹤0.01%
290
449
$29K ﹤0.01%
1,326
450
$28.9K ﹤0.01%
336
+3
16 17
18
19 20