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
476
$24.1K ﹤0.01%
75
+35
477
$24K ﹤0.01%
278
478
$23.7K ﹤0.01%
586
479
$23.7K ﹤0.01%
367
480
$23.6K ﹤0.01%
46
+5
481
$23.5K ﹤0.01%
84
482
$23.3K ﹤0.01%
128
+65
483
$23.3K ﹤0.01%
418
-17
484
$23.3K ﹤0.01%
+1,000
485
$23.2K ﹤0.01%
254
+50
486
$23.2K ﹤0.01%
1,688
+1,581
487
$23K ﹤0.01%
314
-13
488
$22.9K ﹤0.01%
400
489
$22.7K ﹤0.01%
357
+28
490
$22.6K ﹤0.01%
88
491
$22.6K ﹤0.01%
43
+10
492
$22.5K ﹤0.01%
169
493
$22.4K ﹤0.01%
251
+50
494
$22.1K ﹤0.01%
668
495
$21.9K ﹤0.01%
80
496
$21.8K ﹤0.01%
386
+9
497
$21.8K ﹤0.01%
47
+20
498
$21.6K ﹤0.01%
99
+2
499
$21.5K ﹤0.01%
213
+33
500
$21.3K ﹤0.01%
69
+19
18 19
20
21 22