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
651
$9.79K ﹤0.01%
88
+28
652
$9.71K ﹤0.01%
536
+470
653
$9.7K ﹤0.01%
188
+152
654
$9.61K ﹤0.01%
+372
655
$9.61K ﹤0.01%
75
+21
656
$9.24K ﹤0.01%
75
+50
657
$9.22K ﹤0.01%
395
658
$9.19K ﹤0.01%
21
+9
659
$9.14K ﹤0.01%
569
+69
660
$9.12K ﹤0.01%
176
+5
661
$8.99K ﹤0.01%
187
+133
662
$8.95K ﹤0.01%
71
663
$8.92K ﹤0.01%
1,297
664
$8.88K ﹤0.01%
2,939
+1,198
665
$8.86K ﹤0.01%
46
+1
666
$8.74K ﹤0.01%
478
+428
667
$8.72K ﹤0.01%
40
668
$8.7K ﹤0.01%
156
669
$8.64K ﹤0.01%
+199
670
$8.62K ﹤0.01%
182
+38
671
$8.61K ﹤0.01%
30
672
$8.49K ﹤0.01%
55
673
$8.48K ﹤0.01%
338
674
$8.46K ﹤0.01%
232
675
$8.35K ﹤0.01%
+79
25 26
27
28 29