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
726
$6.8K ﹤0.01%
24
+4
727
$6.76K ﹤0.01%
28
+22
728
$6.72K ﹤0.01%
132
+35
729
$6.7K ﹤0.01%
65
+33
730
$6.65K ﹤0.01%
142
+8
731
$6.64K ﹤0.01%
+158
732
$6.62K ﹤0.01%
12
+2
733
$6.58K ﹤0.01%
229
+78
734
$6.56K ﹤0.01%
1,254
-220
735
$6.53K ﹤0.01%
268
736
$6.53K ﹤0.01%
290
737
$6.53K ﹤0.01%
154
738
$6.5K ﹤0.01%
115
739
$6.48K ﹤0.01%
+265
740
$6.48K ﹤0.01%
21
+3
741
$6.45K ﹤0.01%
81
+19
742
$6.4K ﹤0.01%
163
+17
743
$6.38K ﹤0.01%
557
+43
744
$6.38K ﹤0.01%
95
+20
745
$6.38K ﹤0.01%
170
746
$6.37K ﹤0.01%
597
-47
747
$6.36K ﹤0.01%
+100
748
$6.29K ﹤0.01%
71
749
$6.26K ﹤0.01%
175
+121
750
$6.26K ﹤0.01%
217
+56
28 29
30
31 32