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
1051
$1.96K ﹤0.01%
+140
1052
$1.96K ﹤0.01%
57
+22
1053
$1.95K ﹤0.01%
28
+6
1054
$1.95K ﹤0.01%
540
+345
1055
$1.95K ﹤0.01%
+283
1056
$1.95K ﹤0.01%
+133
1057
$1.94K ﹤0.01%
36
1058
$1.94K ﹤0.01%
23
-15
1059
$1.94K ﹤0.01%
+344
1060
$1.94K ﹤0.01%
8
+5
1061
$1.92K ﹤0.01%
+8
1062
$1.92K ﹤0.01%
22
-17
1063
$1.92K ﹤0.01%
40
1064
$1.91K ﹤0.01%
+21
1065
$1.91K ﹤0.01%
+95
1066
$1.91K ﹤0.01%
+95
1067
$1.9K ﹤0.01%
+15
1068
$1.9K ﹤0.01%
+76
1069
$1.9K ﹤0.01%
60
+20
1070
$1.9K ﹤0.01%
+67
1071
$1.89K ﹤0.01%
85
+31
1072
$1.89K ﹤0.01%
+89
1073
$1.87K ﹤0.01%
+12
1074
$1.87K ﹤0.01%
11
+7
1075
$1.87K ﹤0.01%
+265
41 42
43
44 45