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
901
$3.23K ﹤0.01%
275
902
$3.22K ﹤0.01%
+499
903
$3.2K ﹤0.01%
+10
904
$3.2K ﹤0.01%
20
+7
905
$3.19K ﹤0.01%
+209
906
$3.17K ﹤0.01%
746
+303
907
$3.16K ﹤0.01%
245
908
$3.14K ﹤0.01%
+98
909
$3.13K ﹤0.01%
56
+18
910
$3.12K ﹤0.01%
+1,743
911
$3.1K ﹤0.01%
+127
912
$3.09K ﹤0.01%
36
+5
913
$3.02K ﹤0.01%
171
914
$3.01K ﹤0.01%
260
+206
915
$2.99K ﹤0.01%
182
916
$2.99K ﹤0.01%
108
-342
917
$2.98K ﹤0.01%
10
+8
918
$2.95K ﹤0.01%
+48
919
$2.95K ﹤0.01%
56
+36
920
$2.94K ﹤0.01%
15
-17
921
$2.92K ﹤0.01%
66
922
$2.92K ﹤0.01%
+52
923
$2.88K ﹤0.01%
81
+41
924
$2.87K ﹤0.01%
29
+5
925
$2.87K ﹤0.01%
+11
35 36
37
38 39