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
776
$5.38K ﹤0.01%
6
+4
777
$5.38K ﹤0.01%
247
+63
778
$5.37K ﹤0.01%
200
779
$5.35K ﹤0.01%
55
+27
780
$5.32K ﹤0.01%
99
+79
781
$5.31K ﹤0.01%
70
-8
782
$5.3K ﹤0.01%
48
783
$5.28K ﹤0.01%
15
+6
784
$5.28K ﹤0.01%
42
-2
785
$5.25K ﹤0.01%
29
+21
786
$5.25K ﹤0.01%
65
+55
787
$5.21K ﹤0.01%
281
-371
788
$5.18K ﹤0.01%
70
789
$5.15K ﹤0.01%
359
790
$5.14K ﹤0.01%
101
-6
791
$5.14K ﹤0.01%
50
+33
792
$5.1K ﹤0.01%
+87
793
$5.09K ﹤0.01%
103
794
$5.07K ﹤0.01%
65
+14
795
$5.05K ﹤0.01%
90
796
$5.05K ﹤0.01%
155
+81
797
$5.02K ﹤0.01%
87
798
$5K ﹤0.01%
96
+45
799
$4.98K ﹤0.01%
170
+91
800
$4.96K ﹤0.01%
104
-6
30 31
32
33 34