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
1101
$1.73K ﹤0.01%
83
1102
$1.73K ﹤0.01%
10
1103
$1.72K ﹤0.01%
+141
1104
$1.72K ﹤0.01%
+305
1105
$1.72K ﹤0.01%
+57
1106
$1.72K ﹤0.01%
90
1107
$1.72K ﹤0.01%
123
+81
1108
$1.71K ﹤0.01%
132
-186
1109
$1.7K ﹤0.01%
19
+11
1110
$1.7K ﹤0.01%
33
+6
1111
$1.7K ﹤0.01%
33
1112
$1.69K ﹤0.01%
+32
1113
$1.69K ﹤0.01%
95
+63
1114
$1.68K ﹤0.01%
+150
1115
$1.68K ﹤0.01%
+279
1116
$1.68K ﹤0.01%
+13
1117
$1.68K ﹤0.01%
+64
1118
$1.68K ﹤0.01%
+268
1119
$1.67K ﹤0.01%
75
+49
1120
$1.67K ﹤0.01%
108
+42
1121
$1.67K ﹤0.01%
181
+106
1122
$1.67K ﹤0.01%
+145
1123
$1.66K ﹤0.01%
10
+5
1124
$1.65K ﹤0.01%
+16
1125
$1.65K ﹤0.01%
+38
43 44
45
46 47