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
1026
$2.12K ﹤0.01%
+22
1027
$2.11K ﹤0.01%
21
+8
1028
$2.11K ﹤0.01%
+37
1029
$2.11K ﹤0.01%
156
+63
1030
$2.1K ﹤0.01%
+135
1031
$2.1K ﹤0.01%
+2,529
1032
$2.09K ﹤0.01%
33
1033
$2.09K ﹤0.01%
+13
1034
$2.09K ﹤0.01%
50
1035
$2.08K ﹤0.01%
11
1036
$2.07K ﹤0.01%
+617
1037
$2.05K ﹤0.01%
+36
1038
$2.04K ﹤0.01%
82
+45
1039
$2.03K ﹤0.01%
120
-97
1040
$2.03K ﹤0.01%
46
+28
1041
$2.02K ﹤0.01%
24
+17
1042
$2.02K ﹤0.01%
20
+10
1043
$2.01K ﹤0.01%
100
1044
$2K ﹤0.01%
+7
1045
$1.99K ﹤0.01%
193
+117
1046
$1.98K ﹤0.01%
61
+47
1047
$1.98K ﹤0.01%
+11
1048
$1.97K ﹤0.01%
289
1049
$1.97K ﹤0.01%
+20
1050
$1.96K ﹤0.01%
+95
40 41
42
43 44