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
926
$2.87K ﹤0.01%
375
+174
927
$2.87K ﹤0.01%
+437
928
$2.87K ﹤0.01%
140
+102
929
$2.86K ﹤0.01%
+17
930
$2.85K ﹤0.01%
83
+23
931
$2.85K ﹤0.01%
+11
932
$2.84K ﹤0.01%
621
933
$2.84K ﹤0.01%
37
+24
934
$2.83K ﹤0.01%
+84
935
$2.8K ﹤0.01%
133
936
$2.8K ﹤0.01%
+15
937
$2.8K ﹤0.01%
17
+5
938
$2.77K ﹤0.01%
+165
939
$2.76K ﹤0.01%
+245
940
$2.75K ﹤0.01%
236
+212
941
$2.75K ﹤0.01%
15
942
$2.75K ﹤0.01%
+24
943
$2.72K ﹤0.01%
+108
944
$2.72K ﹤0.01%
+151
945
$2.71K ﹤0.01%
+315
946
$2.71K ﹤0.01%
28
+23
947
$2.7K ﹤0.01%
61
+35
948
$2.7K ﹤0.01%
98
-66
949
$2.69K ﹤0.01%
236
950
$2.69K ﹤0.01%
+1,414
36 37
38
39 40