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
26
$7.34M 1.15%
42,388
-6,674
27
$7M 1.1%
62,266
+183
28
$5.61M 0.88%
53,563
+7
29
$5.46M 0.86%
152,227
+278
30
$4.75M 0.75%
175,488
-8,645
31
$4.37M 0.69%
32,300
-190
32
$4.26M 0.67%
57,951
+1,911
33
$4.11M 0.65%
39,977
+7,390
34
$4.08M 0.64%
64,106
+1,530
35
$3.91M 0.61%
135,633
+135,093
36
$3.89M 0.61%
59,304
-23,864
37
$3.27M 0.51%
29,903
-430
38
$3.23M 0.51%
36,218
-702
39
$3.09M 0.49%
14,098
-455
40
$3.09M 0.48%
36,731
-2,104
41
$2.98M 0.47%
4,497
+446
42
$2.75M 0.43%
4,848
-6
43
$2.62M 0.41%
98,986
-2,956
44
$2.61M 0.41%
4,737
+46
45
$2.52M 0.4%
39,249
+925
46
$2.4M 0.38%
4,950
+186
47
$2.39M 0.37%
81,210
+34
48
$2.24M 0.35%
33,476
+375
49
$1.95M 0.31%
6,147
+647
50
$1.93M 0.3%
1,953
+127
1
2
3 4 5