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
76
$782K 0.12%
4,409
+2
77
$779K 0.12%
19,884
-2,700
78
$763K 0.12%
1,358
-134
79
$763K 0.12%
3,911
-1,011
80
$719K 0.11%
13,849
+90
81
$703K 0.11%
4,412
-33
82
$663K 0.1%
15,968
+396
83
$651K 0.1%
2,328
-65
84
$651K 0.1%
7,278
-1,186
85
$627K 0.1%
21,309
-1,815
86
$620K 0.1%
12,219
-334
87
$602K 0.09%
4,756
+6
88
$585K 0.09%
7,303
+192
89
$585K 0.09%
947
-257
90
$562K 0.09%
1,923
+24
91
$551K 0.09%
1,552
-94
92
$549K 0.09%
22,482
93
$546K 0.09%
1,885
+280
94
$542K 0.09%
4,033
-71
95
$540K 0.08%
20,850
96
$527K 0.08%
56,157
97
$511K 0.08%
5,531
-836
98
$500K 0.08%
2,109
-50
99
$499K 0.08%
9,251
-201
100
$483K 0.08%
2,361
-25
2 3
4
5 6