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
701
$7.73K ﹤0.01%
91
702
$7.72K ﹤0.01%
104
703
$7.7K ﹤0.01%
+378
704
$7.64K ﹤0.01%
109
-14
705
$7.5K ﹤0.01%
64
706
$7.4K ﹤0.01%
189
707
$7.39K ﹤0.01%
19
-3
708
$7.37K ﹤0.01%
72
-60
709
$7.36K ﹤0.01%
+76
710
$7.35K ﹤0.01%
30
-1
711
$7.29K ﹤0.01%
508
+82
712
$7.22K ﹤0.01%
292
+35
713
$7.21K ﹤0.01%
589
714
$7.21K ﹤0.01%
65
-2
715
$7.16K ﹤0.01%
220
716
$7.16K ﹤0.01%
9
+3
717
$7.12K ﹤0.01%
351
+58
718
$7.11K ﹤0.01%
469
+369
719
$7.1K ﹤0.01%
300
720
$7.09K ﹤0.01%
233
721
$7.02K ﹤0.01%
79
+14
722
$7K ﹤0.01%
114
+95
723
$6.95K ﹤0.01%
17
724
$6.92K ﹤0.01%
107
-7
725
$6.91K ﹤0.01%
139
+79
27 28
29
30 31