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
751
$6.2K ﹤0.01%
+170
752
$6.2K ﹤0.01%
56
753
$6.19K ﹤0.01%
220
754
$6.18K ﹤0.01%
233
+146
755
$6.16K ﹤0.01%
+25
756
$6.14K ﹤0.01%
50
757
$6.13K ﹤0.01%
89
+74
758
$6.13K ﹤0.01%
46
+24
759
$6K ﹤0.01%
144
-91
760
$5.83K ﹤0.01%
106
-10
761
$5.82K ﹤0.01%
36
762
$5.8K ﹤0.01%
7
+5
763
$5.68K ﹤0.01%
652
+101
764
$5.67K ﹤0.01%
+15
765
$5.66K ﹤0.01%
63
+43
766
$5.55K ﹤0.01%
1,022
767
$5.54K ﹤0.01%
194
-38
768
$5.53K ﹤0.01%
113
769
$5.53K ﹤0.01%
100
770
$5.52K ﹤0.01%
+200
771
$5.5K ﹤0.01%
47
-3
772
$5.48K ﹤0.01%
+3
773
$5.44K ﹤0.01%
52
+9
774
$5.43K ﹤0.01%
130
+52
775
$5.39K ﹤0.01%
16
+9
29 30
31
32 33