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
51
$1.88M 0.3%
7,823
-115
52
$1.77M 0.28%
33,614
-2,181
53
$1.69M 0.27%
26,940
-1,037
54
$1.63M 0.26%
11,073
+13
55
$1.55M 0.24%
6,718
-46
56
$1.52M 0.24%
15,303
-570
57
$1.43M 0.22%
42,581
58
$1.3M 0.2%
33,157
59
$1.29M 0.2%
13,205
+1,234
60
$1.24M 0.19%
13,193
-1,301
61
$1.18M 0.19%
5,745
+20
62
$1.15M 0.18%
8,970
+114
63
$1.14M 0.18%
1,544
+151
64
$1.12M 0.18%
6,379
-4
65
$1.1M 0.17%
3,868
66
$1.08M 0.17%
14,846
-1,117
67
$1M 0.16%
9,580
+2,347
68
$969K 0.15%
9,112
+294
69
$946K 0.15%
8,352
-1,301
70
$928K 0.15%
7,029
+17
71
$912K 0.14%
1,780
-2
72
$883K 0.14%
2,671
+16
73
$856K 0.13%
8,629
-1,093
74
$805K 0.13%
2,919
+63
75
$799K 0.13%
1,024
-372
1 2
3
4 5