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
851
$4.08K ﹤0.01%
+388
852
$4.08K ﹤0.01%
+25
853
$4.06K ﹤0.01%
153
+53
854
$4K ﹤0.01%
38
+28
855
$3.97K ﹤0.01%
100
856
$3.95K ﹤0.01%
169
+89
857
$3.95K ﹤0.01%
+38
858
$3.94K ﹤0.01%
76
-76
859
$3.93K ﹤0.01%
246
+146
860
$3.93K ﹤0.01%
260
+125
861
$3.91K ﹤0.01%
50
+26
862
$3.91K ﹤0.01%
+72
863
$3.91K ﹤0.01%
233
+33
864
$3.9K ﹤0.01%
61
865
$3.88K ﹤0.01%
+62
866
$3.88K ﹤0.01%
50
867
$3.85K ﹤0.01%
+250
868
$3.84K ﹤0.01%
+132
869
$3.82K ﹤0.01%
39
+14
870
$3.81K ﹤0.01%
639
+502
871
$3.79K ﹤0.01%
130
872
$3.78K ﹤0.01%
101
+15
873
$3.76K ﹤0.01%
+24
874
$3.75K ﹤0.01%
+7
875
$3.7K ﹤0.01%
236
+105
33 34
35
36 37