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
1001
$2.27K ﹤0.01%
+10
1002
$2.27K ﹤0.01%
4
1003
$2.26K ﹤0.01%
591
1004
$2.25K ﹤0.01%
+13
1005
$2.25K ﹤0.01%
+181
1006
$2.25K ﹤0.01%
5
+2
1007
$2.23K ﹤0.01%
599
+294
1008
$2.23K ﹤0.01%
+21
1009
$2.22K ﹤0.01%
24
+2
1010
$2.21K ﹤0.01%
78
-43
1011
$2.2K ﹤0.01%
113
+27
1012
$2.2K ﹤0.01%
91
+45
1013
$2.2K ﹤0.01%
17
1014
$2.2K ﹤0.01%
9
1015
$2.2K ﹤0.01%
+20
1016
$2.2K ﹤0.01%
13
1017
$2.2K ﹤0.01%
+39
1018
$2.19K ﹤0.01%
+21
1019
$2.18K ﹤0.01%
+7
1020
$2.16K ﹤0.01%
19
1021
$2.16K ﹤0.01%
134
-61
1022
$2.14K ﹤0.01%
153
+133
1023
$2.13K ﹤0.01%
+79
1024
$2.13K ﹤0.01%
+238
1025
$2.12K ﹤0.01%
+680
39 40
41
42 43