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
1076
$1.86K ﹤0.01%
+35
1077
$1.86K ﹤0.01%
74
+44
1078
$1.85K ﹤0.01%
18
+9
1079
$1.85K ﹤0.01%
+72
1080
$1.84K ﹤0.01%
+390
1081
$1.84K ﹤0.01%
+39
1082
$1.84K ﹤0.01%
+55
1083
$1.82K ﹤0.01%
11
+2
1084
$1.81K ﹤0.01%
108
-13
1085
$1.81K ﹤0.01%
+90
1086
$1.8K ﹤0.01%
11
+8
1087
$1.8K ﹤0.01%
138
+73
1088
$1.79K ﹤0.01%
10
-95
1089
$1.78K ﹤0.01%
+47
1090
$1.78K ﹤0.01%
+79
1091
$1.78K ﹤0.01%
+833
1092
$1.77K ﹤0.01%
+17
1093
$1.77K ﹤0.01%
18
+9
1094
$1.76K ﹤0.01%
42
+12
1095
$1.76K ﹤0.01%
274
1096
$1.75K ﹤0.01%
+152
1097
$1.75K ﹤0.01%
43
+22
1098
$1.75K ﹤0.01%
+137
1099
$1.74K ﹤0.01%
50
+22
1100
$1.74K ﹤0.01%
+62
42 43
44
45 46