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
876
$3.69K ﹤0.01%
32
+24
877
$3.68K ﹤0.01%
+40
878
$3.63K ﹤0.01%
+94
879
$3.62K ﹤0.01%
+78
880
$3.62K ﹤0.01%
80
+43
881
$3.61K ﹤0.01%
+522
882
$3.6K ﹤0.01%
+314
883
$3.59K ﹤0.01%
+65
884
$3.58K ﹤0.01%
17
+11
885
$3.56K ﹤0.01%
6
+3
886
$3.55K ﹤0.01%
619
887
$3.53K ﹤0.01%
635
+145
888
$3.49K ﹤0.01%
46
+18
889
$3.46K ﹤0.01%
+75
890
$3.45K ﹤0.01%
97
+57
891
$3.44K ﹤0.01%
26
+19
892
$3.43K ﹤0.01%
245
+122
893
$3.43K ﹤0.01%
1,422
+392
894
$3.41K ﹤0.01%
+27
895
$3.38K ﹤0.01%
182
+77
896
$3.37K ﹤0.01%
36
+2
897
$3.35K ﹤0.01%
160
898
$3.28K ﹤0.01%
270
899
$3.28K ﹤0.01%
131
+36
900
$3.25K ﹤0.01%
58
+39
34 35
36
37 38