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
976
$2.46K ﹤0.01%
275
-98
977
$2.46K ﹤0.01%
+21
978
$2.45K ﹤0.01%
47
+45
979
$2.44K ﹤0.01%
7
+4
980
$2.43K ﹤0.01%
+118
981
$2.43K ﹤0.01%
+10
982
$2.42K ﹤0.01%
68
+18
983
$2.42K ﹤0.01%
+33
984
$2.42K ﹤0.01%
+21
985
$2.42K ﹤0.01%
+317
986
$2.41K ﹤0.01%
932
+635
987
$2.39K ﹤0.01%
+700
988
$2.39K ﹤0.01%
62
989
$2.38K ﹤0.01%
33
+26
990
$2.35K ﹤0.01%
117
991
$2.35K ﹤0.01%
250
992
$2.35K ﹤0.01%
+44
993
$2.35K ﹤0.01%
22
+16
994
$2.33K ﹤0.01%
+16
995
$2.33K ﹤0.01%
+7
996
$2.31K ﹤0.01%
+18
997
$2.3K ﹤0.01%
13
-80
998
$2.29K ﹤0.01%
337
999
$2.28K ﹤0.01%
+51
1000
$2.27K ﹤0.01%
+100
38 39
40
41 42