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
1126
$1.64K ﹤0.01%
+6
1127
$1.64K ﹤0.01%
11
+4
1128
$1.64K ﹤0.01%
+32
1129
$1.64K ﹤0.01%
+185
1130
$1.64K ﹤0.01%
+21
1131
$1.64K ﹤0.01%
+57
1132
$1.63K ﹤0.01%
+4
1133
$1.63K ﹤0.01%
+210
1134
$1.63K ﹤0.01%
+51
1135
$1.63K ﹤0.01%
4
+2
1136
$1.63K ﹤0.01%
+59
1137
$1.63K ﹤0.01%
+274
1138
$1.63K ﹤0.01%
376
1139
$1.62K ﹤0.01%
+30
1140
$1.62K ﹤0.01%
+30
1141
$1.6K ﹤0.01%
+47
1142
$1.6K ﹤0.01%
+38
1143
$1.6K ﹤0.01%
+51
1144
$1.6K ﹤0.01%
+50
1145
$1.59K ﹤0.01%
363
+159
1146
$1.59K ﹤0.01%
160
+65
1147
$1.59K ﹤0.01%
59
-32
1148
$1.58K ﹤0.01%
57
+27
1149
$1.58K ﹤0.01%
+9
1150
$1.58K ﹤0.01%
20
+6
44 45
46
47 48