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
1301
$1.16K ﹤0.01%
130
+10
1302
$1.15K ﹤0.01%
9
+2
1303
$1.15K ﹤0.01%
28
-2
1304
$1.15K ﹤0.01%
+32
1305
$1.15K ﹤0.01%
+8
1306
$1.15K ﹤0.01%
+219
1307
$1.15K ﹤0.01%
22
+12
1308
$1.14K ﹤0.01%
+319
1309
$1.14K ﹤0.01%
8
-5
1310
$1.14K ﹤0.01%
+21
1311
$1.14K ﹤0.01%
+95
1312
$1.14K ﹤0.01%
31
+14
1313
$1.14K ﹤0.01%
+38
1314
$1.14K ﹤0.01%
+20
1315
$1.14K ﹤0.01%
+917
1316
$1.14K ﹤0.01%
+34
1317
$1.14K ﹤0.01%
+62
1318
$1.13K ﹤0.01%
+114
1319
$1.13K ﹤0.01%
60
+17
1320
$1.13K ﹤0.01%
300
1321
$1.13K ﹤0.01%
+75
1322
$1.13K ﹤0.01%
14
+5
1323
$1.13K ﹤0.01%
+7
1324
$1.12K ﹤0.01%
+13
1325
$1.12K ﹤0.01%
+257
51 52
53
54 55