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
451
$28.9K ﹤0.01%
703
452
$28.9K ﹤0.01%
885
+16
453
$28.8K ﹤0.01%
673
+8
454
$28.7K ﹤0.01%
104
+12
455
$28.6K ﹤0.01%
290
456
$28.3K ﹤0.01%
50
457
$28K ﹤0.01%
96
458
$28K ﹤0.01%
369
+23
459
$27.5K ﹤0.01%
+643
460
$27.4K ﹤0.01%
373
461
$27.1K ﹤0.01%
111
+6
462
$26.9K ﹤0.01%
60
+1
463
$26.9K ﹤0.01%
286
+11
464
$26.6K ﹤0.01%
69
465
$26.5K ﹤0.01%
557
+5
466
$26.5K ﹤0.01%
568
+59
467
$25.9K ﹤0.01%
516
+3
468
$25.7K ﹤0.01%
274
469
$25.3K ﹤0.01%
156
470
$25K ﹤0.01%
582
-5
471
$24.7K ﹤0.01%
56
-2
472
$24.2K ﹤0.01%
91
+13
473
$24.2K ﹤0.01%
778
-1,942
474
$24.2K ﹤0.01%
300
+50
475
$24.1K ﹤0.01%
584
17 18
19
20 21