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
951
$2.68K ﹤0.01%
43
+27
952
$2.67K ﹤0.01%
+62
953
$2.66K ﹤0.01%
+748
954
$2.66K ﹤0.01%
975
+565
955
$2.65K ﹤0.01%
+8
956
$2.65K ﹤0.01%
+24
957
$2.65K ﹤0.01%
13
-2
958
$2.64K ﹤0.01%
+29
959
$2.64K ﹤0.01%
29
+22
960
$2.62K ﹤0.01%
+9
961
$2.61K ﹤0.01%
23
+17
962
$2.59K ﹤0.01%
8
963
$2.58K ﹤0.01%
10
+2
964
$2.56K ﹤0.01%
477
-178
965
$2.56K ﹤0.01%
24
966
$2.54K ﹤0.01%
25
967
$2.5K ﹤0.01%
+19
968
$2.5K ﹤0.01%
+36
969
$2.5K ﹤0.01%
+30
970
$2.49K ﹤0.01%
50
971
$2.49K ﹤0.01%
+177
972
$2.49K ﹤0.01%
+169
973
$2.48K ﹤0.01%
80
974
$2.47K ﹤0.01%
+36
975
$2.46K ﹤0.01%
219
37 38
39
40 41