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
576
$14.6K ﹤0.01%
566
+14
577
$14.4K ﹤0.01%
209
+30
578
$14.4K ﹤0.01%
197
+7
579
$14.4K ﹤0.01%
63
+4
580
$14.4K ﹤0.01%
416
+215
581
$14.2K ﹤0.01%
1,716
+681
582
$14.2K ﹤0.01%
606
-133
583
$14.2K ﹤0.01%
47
584
$14.2K ﹤0.01%
410
+235
585
$14.1K ﹤0.01%
179
586
$13.9K ﹤0.01%
918
+368
587
$13.9K ﹤0.01%
768
588
$13.9K ﹤0.01%
271
+2
589
$13.8K ﹤0.01%
46
-5
590
$13.7K ﹤0.01%
316
591
$13.6K ﹤0.01%
92
-6
592
$13.6K ﹤0.01%
264
593
$13.5K ﹤0.01%
112
594
$13.5K ﹤0.01%
200
595
$13.5K ﹤0.01%
355
-84,797
596
$13.4K ﹤0.01%
118
+31
597
$13.3K ﹤0.01%
294
598
$13.3K ﹤0.01%
143
+12
599
$13.2K ﹤0.01%
225
+12
600
$13.2K ﹤0.01%
+287
22 23
24
25 26