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
1401
$1.04K ﹤0.01%
+3
1402
$1.04K ﹤0.01%
+12
1403
$1.04K ﹤0.01%
+943
1404
$1.03K ﹤0.01%
26
+1
1405
$1.03K ﹤0.01%
+93
1406
$1.03K ﹤0.01%
+27
1407
$1.03K ﹤0.01%
+10
1408
$1.03K ﹤0.01%
111
+38
1409
$1.03K ﹤0.01%
34
1410
$1.02K ﹤0.01%
+327
1411
$1.02K ﹤0.01%
7
-6
1412
$1.02K ﹤0.01%
10
1413
$1.02K ﹤0.01%
141
+78
1414
$1.01K ﹤0.01%
+236
1415
$1.01K ﹤0.01%
+11
1416
$1.01K ﹤0.01%
+16
1417
$1.01K ﹤0.01%
+16
1418
$1.01K ﹤0.01%
+28
1419
$1.01K ﹤0.01%
+18
1420
$1.01K ﹤0.01%
158
-17
1421
$1.01K ﹤0.01%
40
1422
$1.01K ﹤0.01%
28
+5
1423
$1.01K ﹤0.01%
+172
1424
$1.01K ﹤0.01%
236
1425
$1K ﹤0.01%
+154
55 56
57
58 59