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
551
$16.6K ﹤0.01%
1,210
-77
552
$16.6K ﹤0.01%
159
-407
553
$16.4K ﹤0.01%
+613
554
$16.3K ﹤0.01%
175
+66
555
$16.1K ﹤0.01%
704
556
$16.1K ﹤0.01%
366
557
$15.9K ﹤0.01%
133
+5
558
$15.7K ﹤0.01%
437
+39
559
$15.7K ﹤0.01%
129
560
$15.7K ﹤0.01%
+500
561
$15.6K ﹤0.01%
63
-2
562
$15.5K ﹤0.01%
144
+2
563
$15.5K ﹤0.01%
211
564
$15.4K ﹤0.01%
208
-59
565
$15.3K ﹤0.01%
576
-10
566
$15.3K ﹤0.01%
241
567
$15.2K ﹤0.01%
226
+23
568
$15.2K ﹤0.01%
68
+15
569
$15.2K ﹤0.01%
214
570
$15.2K ﹤0.01%
30
-168
571
$14.9K ﹤0.01%
77
+3
572
$14.9K ﹤0.01%
333
573
$14.9K ﹤0.01%
105
+8
574
$14.9K ﹤0.01%
103
+14
575
$14.7K ﹤0.01%
736
+37
21 22
23
24 25