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
826
$4.47K ﹤0.01%
65
+23
827
$4.46K ﹤0.01%
+105
828
$4.45K ﹤0.01%
214
-36
829
$4.43K ﹤0.01%
65
+54
830
$4.37K ﹤0.01%
18
831
$4.37K ﹤0.01%
+100
832
$4.37K ﹤0.01%
+36
833
$4.35K ﹤0.01%
+93
834
$4.32K ﹤0.01%
53
-39
835
$4.3K ﹤0.01%
66
+51
836
$4.27K ﹤0.01%
88
+36
837
$4.26K ﹤0.01%
+202
838
$4.25K ﹤0.01%
92
839
$4.24K ﹤0.01%
33
-139
840
$4.23K ﹤0.01%
10
+2
841
$4.23K ﹤0.01%
113
-47
842
$4.2K ﹤0.01%
62
+12
843
$4.2K ﹤0.01%
72
+29
844
$4.18K ﹤0.01%
180
845
$4.17K ﹤0.01%
+300
846
$4.17K ﹤0.01%
190
847
$4.13K ﹤0.01%
122
+64
848
$4.11K ﹤0.01%
+237
849
$4.1K ﹤0.01%
27
+23
850
$4.09K ﹤0.01%
+66
32 33
34
35 36