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
1201
$1.38K ﹤0.01%
166
-13
1202
$1.37K ﹤0.01%
252
1203
$1.37K ﹤0.01%
+57
1204
$1.37K ﹤0.01%
115
1205
$1.36K ﹤0.01%
+269
1206
$1.36K ﹤0.01%
+17
1207
$1.36K ﹤0.01%
+15
1208
$1.35K ﹤0.01%
+17
1209
$1.35K ﹤0.01%
6
+2
1210
$1.35K ﹤0.01%
76
-13
1211
$1.35K ﹤0.01%
26
1212
$1.34K ﹤0.01%
+39
1213
$1.34K ﹤0.01%
221
-410
1214
$1.34K ﹤0.01%
+21
1215
$1.34K ﹤0.01%
+1,412
1216
$1.33K ﹤0.01%
+87
1217
$1.33K ﹤0.01%
+188
1218
$1.33K ﹤0.01%
+70
1219
$1.33K ﹤0.01%
+24
1220
$1.32K ﹤0.01%
+18
1221
$1.32K ﹤0.01%
+92
1222
$1.32K ﹤0.01%
+8
1223
$1.32K ﹤0.01%
+21
1224
$1.31K ﹤0.01%
+57
1225
$1.31K ﹤0.01%
+144
47 48
49
50 51