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
101
$465K 0.07%
3,042
-278
102
$462K 0.07%
2,526
+31
103
$459K 0.07%
2,024
-119
104
$456K 0.07%
6,000
105
$455K 0.07%
17,939
106
$448K 0.07%
1,405
-8
107
$443K 0.07%
3,125
+65
108
$437K 0.07%
804
+54
109
$431K 0.07%
18,102
+175
110
$426K 0.07%
6,804
-1,030
111
$419K 0.07%
8,700
112
$417K 0.07%
3,808
+57
113
$414K 0.07%
1,358
114
$410K 0.06%
1,117
+16
115
$402K 0.06%
69
-9
116
$401K 0.06%
1,013
+14
117
$401K 0.06%
8,444
118
$399K 0.06%
1,826
-27
119
$396K 0.06%
6,952
+29
120
$395K 0.06%
2,761
-53
121
$383K 0.06%
16,715
122
$379K 0.06%
2,377
+43
123
$374K 0.06%
4,709
-8
124
$370K 0.06%
4,017
125
$366K 0.06%
14,552
+6,111
3 4
5
6 7