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
1326
$1.12K ﹤0.01%
+119
1327
$1.12K ﹤0.01%
+129
1328
$1.12K ﹤0.01%
101
1329
$1.12K ﹤0.01%
+77
1330
$1.12K ﹤0.01%
+25
1331
$1.12K ﹤0.01%
+78
1332
$1.12K ﹤0.01%
5
1333
$1.12K ﹤0.01%
+31
1334
$1.11K ﹤0.01%
+38
1335
$1.11K ﹤0.01%
+124
1336
$1.11K ﹤0.01%
+348
1337
$1.11K ﹤0.01%
2
-1
1338
$1.11K ﹤0.01%
+57
1339
$1.11K ﹤0.01%
18
-4
1340
$1.11K ﹤0.01%
+73
1341
$1.11K ﹤0.01%
19
-45
1342
$1.11K ﹤0.01%
667
1343
$1.11K ﹤0.01%
5
+1
1344
$1.11K ﹤0.01%
+44
1345
$1.11K ﹤0.01%
+78
1346
$1.1K ﹤0.01%
47
1347
$1.1K ﹤0.01%
+41
1348
$1.1K ﹤0.01%
52
-45
1349
$1.1K ﹤0.01%
+86
1350
$1.1K ﹤0.01%
212
52 53
54
55 56