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
1251
$1.25K ﹤0.01%
+106
1252
$1.24K ﹤0.01%
+29
1253
$1.24K ﹤0.01%
+109
1254
$1.24K ﹤0.01%
13
+1
1255
$1.24K ﹤0.01%
+37
1256
$1.24K ﹤0.01%
+72
1257
$1.24K ﹤0.01%
+13
1258
$1.24K ﹤0.01%
+8
1259
$1.23K ﹤0.01%
+136
1260
$1.23K ﹤0.01%
+130
1261
$1.23K ﹤0.01%
+158
1262
$1.23K ﹤0.01%
+242
1263
$1.23K ﹤0.01%
1,094
1264
$1.22K ﹤0.01%
+115
1265
$1.22K ﹤0.01%
+13
1266
$1.22K ﹤0.01%
+52
1267
$1.21K ﹤0.01%
91
1268
$1.21K ﹤0.01%
+7
1269
$1.21K ﹤0.01%
+29
1270
$1.21K ﹤0.01%
+70
1271
$1.21K ﹤0.01%
+34
1272
$1.2K ﹤0.01%
+43
1273
$1.2K ﹤0.01%
56
-24
1274
$1.2K ﹤0.01%
490
+375
1275
$1.2K ﹤0.01%
12
+10
49 50
51
52 53