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
526
$19.2K ﹤0.01%
266
527
$19K ﹤0.01%
129
528
$18.9K ﹤0.01%
377
529
$18.9K ﹤0.01%
904
+59
530
$18.9K ﹤0.01%
274
+50
531
$18.8K ﹤0.01%
1,736
+1,355
532
$18.8K ﹤0.01%
+855
533
$18.6K ﹤0.01%
799
+9
534
$18.3K ﹤0.01%
992
+37
535
$18.3K ﹤0.01%
152
536
$18.2K ﹤0.01%
+2,600
537
$18.2K ﹤0.01%
78
+6
538
$17.9K ﹤0.01%
104
+59
539
$17.9K ﹤0.01%
+476
540
$17.8K ﹤0.01%
173
541
$17.6K ﹤0.01%
780
+730
542
$17.4K ﹤0.01%
510
543
$17.3K ﹤0.01%
586
+140
544
$17K ﹤0.01%
241
+65
545
$16.8K ﹤0.01%
226
+41
546
$16.8K ﹤0.01%
48
+21
547
$16.8K ﹤0.01%
202
548
$16.8K ﹤0.01%
276
+13
549
$16.6K ﹤0.01%
297
+15
550
$16.6K ﹤0.01%
120
20 21
22
23 24