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
1226
$1.31K ﹤0.01%
+17
1227
$1.3K ﹤0.01%
+12
1228
$1.3K ﹤0.01%
+546
1229
$1.3K ﹤0.01%
+62
1230
$1.3K ﹤0.01%
+18
1231
$1.29K ﹤0.01%
+15
1232
$1.29K ﹤0.01%
+9
1233
$1.28K ﹤0.01%
29
1234
$1.28K ﹤0.01%
+33
1235
$1.27K ﹤0.01%
+375
1236
$1.27K ﹤0.01%
54
+43
1237
$1.27K ﹤0.01%
+117
1238
$1.27K ﹤0.01%
+107
1239
$1.27K ﹤0.01%
7
+3
1240
$1.27K ﹤0.01%
+31
1241
$1.26K ﹤0.01%
125
+33
1242
$1.26K ﹤0.01%
+27
1243
$1.26K ﹤0.01%
7
1244
$1.26K ﹤0.01%
+12
1245
$1.26K ﹤0.01%
6
+1
1246
$1.26K ﹤0.01%
+1,008
1247
$1.25K ﹤0.01%
+3
1248
$1.25K ﹤0.01%
+694
1249
$1.25K ﹤0.01%
109
+99
1250
$1.25K ﹤0.01%
19
+5
48 49
50
51 52