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
1376
$1.07K ﹤0.01%
+18
1377
$1.07K ﹤0.01%
+46
1378
$1.07K ﹤0.01%
100
-101
1379
$1.07K ﹤0.01%
+60
1380
$1.07K ﹤0.01%
+41
1381
$1.07K ﹤0.01%
+175
1382
$1.07K ﹤0.01%
+24
1383
$1.07K ﹤0.01%
87
1384
$1.06K ﹤0.01%
13
+5
1385
$1.06K ﹤0.01%
+87
1386
$1.06K ﹤0.01%
+25
1387
$1.06K ﹤0.01%
19
-18
1388
$1.06K ﹤0.01%
82
+15
1389
$1.06K ﹤0.01%
+37
1390
$1.06K ﹤0.01%
+195
1391
$1.06K ﹤0.01%
+53
1392
$1.06K ﹤0.01%
+54
1393
$1.05K ﹤0.01%
752
+11
1394
$1.05K ﹤0.01%
+60
1395
$1.05K ﹤0.01%
+10
1396
$1.05K ﹤0.01%
+33
1397
$1.05K ﹤0.01%
+12
1398
$1.04K ﹤0.01%
+741
1399
$1.04K ﹤0.01%
+47
1400
$1.04K ﹤0.01%
+25
54 55
56
57 58