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
1176
$1.46K ﹤0.01%
+55
1177
$1.46K ﹤0.01%
344
+238
1178
$1.46K ﹤0.01%
+135
1179
$1.46K ﹤0.01%
51
1180
$1.45K ﹤0.01%
198
+97
1181
$1.45K ﹤0.01%
17
1182
$1.44K ﹤0.01%
1,277
+660
1183
$1.44K ﹤0.01%
+98
1184
$1.44K ﹤0.01%
+10
1185
$1.44K ﹤0.01%
+119
1186
$1.44K ﹤0.01%
+41
1187
$1.44K ﹤0.01%
+80
1188
$1.43K ﹤0.01%
9
1189
$1.43K ﹤0.01%
101
1190
$1.43K ﹤0.01%
+649
1191
$1.43K ﹤0.01%
15
+8
1192
$1.42K ﹤0.01%
62
-7
1193
$1.42K ﹤0.01%
+45
1194
$1.42K ﹤0.01%
95
1195
$1.42K ﹤0.01%
94
-66
1196
$1.42K ﹤0.01%
+165
1197
$1.41K ﹤0.01%
90
1198
$1.4K ﹤0.01%
43
+26
1199
$1.38K ﹤0.01%
47
+20
1200
$1.38K ﹤0.01%
222
46 47
48
49 50