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
601
$13.2K ﹤0.01%
478
602
$13K ﹤0.01%
114
+14
603
$13K ﹤0.01%
47
+3
604
$13K ﹤0.01%
150
605
$12.9K ﹤0.01%
174
+23
606
$12.7K ﹤0.01%
74
+3
607
$12.7K ﹤0.01%
164
-46
608
$12.7K ﹤0.01%
84
609
$12.6K ﹤0.01%
425
-615
610
$12.5K ﹤0.01%
952
611
$12.4K ﹤0.01%
109
612
$12.3K ﹤0.01%
16
+1
613
$12.2K ﹤0.01%
101
614
$12.1K ﹤0.01%
267
+50
615
$12.1K ﹤0.01%
392
616
$11.9K ﹤0.01%
238
617
$11.9K ﹤0.01%
120
+97
618
$11.9K ﹤0.01%
256
+45
619
$11.8K ﹤0.01%
54
+7
620
$11.7K ﹤0.01%
307
621
$11.6K ﹤0.01%
1,017
+432
622
$11.6K ﹤0.01%
86
+11
623
$11.5K ﹤0.01%
27
624
$11.5K ﹤0.01%
90
+18
625
$11.3K ﹤0.01%
54
+3
23 24
25
26 27