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
501
$21.3K ﹤0.01%
215
502
$21K ﹤0.01%
181
-1
503
$21K ﹤0.01%
52
-1
504
$21K ﹤0.01%
809
505
$20.9K ﹤0.01%
307
+7
506
$20.9K ﹤0.01%
102
+32
507
$20.8K ﹤0.01%
325
-4
508
$20.7K ﹤0.01%
196
+41
509
$20.5K ﹤0.01%
101
-4
510
$20.4K ﹤0.01%
193
+22
511
$20.4K ﹤0.01%
166
+34
512
$20.3K ﹤0.01%
92
+14
513
$20.2K ﹤0.01%
105
514
$20.2K ﹤0.01%
733
515
$20.2K ﹤0.01%
+400
516
$20.1K ﹤0.01%
269
+42
517
$20K ﹤0.01%
218
+19
518
$19.9K ﹤0.01%
820
519
$19.9K ﹤0.01%
1,447
+335
520
$19.7K ﹤0.01%
239
+2
521
$19.7K ﹤0.01%
45
522
$19.5K ﹤0.01%
775
+9
523
$19.4K ﹤0.01%
792
+70
524
$19.3K ﹤0.01%
253
525
$19.2K ﹤0.01%
879
+101
19 20
21
22 23