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
626
$11.2K ﹤0.01%
150
+22
627
$11.1K ﹤0.01%
148
628
$11K ﹤0.01%
45
+36
629
$10.9K ﹤0.01%
149
+51
630
$10.8K ﹤0.01%
369
-72
631
$10.8K ﹤0.01%
154
632
$10.8K ﹤0.01%
107
+7
633
$10.8K ﹤0.01%
166
634
$10.7K ﹤0.01%
300
635
$10.7K ﹤0.01%
709
+493
636
$10.6K ﹤0.01%
76
-2
637
$10.5K ﹤0.01%
112
+74
638
$10.4K ﹤0.01%
75
+19
639
$10.4K ﹤0.01%
82
640
$10.4K ﹤0.01%
215
+54
641
$10.4K ﹤0.01%
144
+13
642
$10.3K ﹤0.01%
324
+280
643
$10.2K ﹤0.01%
495
+47
644
$10.1K ﹤0.01%
186
645
$10.1K ﹤0.01%
45
646
$9.99K ﹤0.01%
984
647
$9.97K ﹤0.01%
70
+30
648
$9.91K ﹤0.01%
55
-7
649
$9.84K ﹤0.01%
200
+49
650
$9.84K ﹤0.01%
173
24 25
26
27 28