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
1351
$1.1K ﹤0.01%
2
+1
1352
$1.1K ﹤0.01%
+162
1353
$1.1K ﹤0.01%
+46
1354
$1.1K ﹤0.01%
+134
1355
$1.09K ﹤0.01%
+205
1356
$1.09K ﹤0.01%
6
1357
$1.09K ﹤0.01%
+14
1358
$1.09K ﹤0.01%
16
-10
1359
$1.09K ﹤0.01%
8
+4
1360
$1.09K ﹤0.01%
+45
1361
$1.09K ﹤0.01%
29
1362
$1.09K ﹤0.01%
+44
1363
$1.08K ﹤0.01%
+55
1364
$1.08K ﹤0.01%
+9
1365
$1.08K ﹤0.01%
+442
1366
$1.08K ﹤0.01%
121
-48
1367
$1.08K ﹤0.01%
1,356
+516
1368
$1.08K ﹤0.01%
+68
1369
$1.08K ﹤0.01%
+769
1370
$1.08K ﹤0.01%
+758
1371
$1.08K ﹤0.01%
30
-27
1372
$1.08K ﹤0.01%
535
1373
$1.08K ﹤0.01%
+306
1374
$1.07K ﹤0.01%
+274
1375
$1.07K ﹤0.01%
+22
53 54
55
56 57