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
1151
$1.58K ﹤0.01%
+142
1152
$1.58K ﹤0.01%
+10
1153
$1.57K ﹤0.01%
+5
1154
$1.56K ﹤0.01%
+131
1155
$1.55K ﹤0.01%
+68
1156
$1.55K ﹤0.01%
+1,258
1157
$1.54K ﹤0.01%
+7
1158
$1.54K ﹤0.01%
115
+44
1159
$1.54K ﹤0.01%
211
+50
1160
$1.52K ﹤0.01%
1
1161
$1.52K ﹤0.01%
+302
1162
$1.52K ﹤0.01%
+312
1163
$1.52K ﹤0.01%
78
+64
1164
$1.51K ﹤0.01%
+1,192
1165
$1.51K ﹤0.01%
19
+7
1166
$1.51K ﹤0.01%
10
+1
1167
$1.5K ﹤0.01%
+15
1168
$1.49K ﹤0.01%
+12
1169
$1.49K ﹤0.01%
+11
1170
$1.48K ﹤0.01%
134
1171
$1.48K ﹤0.01%
77
+28
1172
$1.47K ﹤0.01%
14
+4
1173
$1.47K ﹤0.01%
+57
1174
$1.47K ﹤0.01%
23
+12
1175
$1.46K ﹤0.01%
+2
45 46
47
48 49