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
801
$4.96K ﹤0.01%
621
+134
802
$4.96K ﹤0.01%
511
803
$4.93K ﹤0.01%
+28
804
$4.92K ﹤0.01%
1,000
805
$4.89K ﹤0.01%
26
-39
806
$4.86K ﹤0.01%
18
+9
807
$4.86K ﹤0.01%
21
808
$4.86K ﹤0.01%
79
809
$4.82K ﹤0.01%
155
+21
810
$4.81K ﹤0.01%
+103
811
$4.79K ﹤0.01%
132
+32
812
$4.76K ﹤0.01%
105
813
$4.74K ﹤0.01%
56
-20
814
$4.74K ﹤0.01%
+36
815
$4.73K ﹤0.01%
+18
816
$4.72K ﹤0.01%
+40
817
$4.71K ﹤0.01%
57
+32
818
$4.69K ﹤0.01%
69
819
$4.58K ﹤0.01%
1,000
820
$4.57K ﹤0.01%
21
+10
821
$4.54K ﹤0.01%
37
+27
822
$4.53K ﹤0.01%
100
823
$4.52K ﹤0.01%
63
824
$4.51K ﹤0.01%
38
+5
825
$4.5K ﹤0.01%
15
+12
31 32
33
34 35