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
1276
$1.2K ﹤0.01%
200
1277
$1.2K ﹤0.01%
+1,669
1278
$1.2K ﹤0.01%
9
+3
1279
$1.2K ﹤0.01%
+175
1280
$1.19K ﹤0.01%
+175
1281
$1.19K ﹤0.01%
50
1282
$1.19K ﹤0.01%
+39
1283
$1.19K ﹤0.01%
54
-18
1284
$1.18K ﹤0.01%
108
1285
$1.18K ﹤0.01%
4
+1
1286
$1.18K ﹤0.01%
+5
1287
$1.18K ﹤0.01%
20
-14
1288
$1.18K ﹤0.01%
+16
1289
$1.18K ﹤0.01%
1
1290
$1.17K ﹤0.01%
+55
1291
$1.17K ﹤0.01%
+195
1292
$1.17K ﹤0.01%
52
+18
1293
$1.17K ﹤0.01%
20
1294
$1.16K ﹤0.01%
+137
1295
$1.16K ﹤0.01%
+29
1296
$1.16K ﹤0.01%
+14
1297
$1.16K ﹤0.01%
114
+22
1298
$1.16K ﹤0.01%
+23
1299
$1.16K ﹤0.01%
+418
1300
$1.16K ﹤0.01%
+23
50 51
52
53 54