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
1426
$1K ﹤0.01%
+44
1427
$1K ﹤0.01%
+452
1428
$1K ﹤0.01%
+175
1429
$1K ﹤0.01%
+94
1430
$998 ﹤0.01%
+14
1431
$996 ﹤0.01%
+8
1432
$992 ﹤0.01%
+31
1433
$991 ﹤0.01%
+272
1434
$990 ﹤0.01%
+39
1435
$989 ﹤0.01%
+120
1436
$989 ﹤0.01%
+43
1437
$988 ﹤0.01%
24
+4
1438
$988 ﹤0.01%
+117
1439
$988 ﹤0.01%
+54
1440
$987 ﹤0.01%
+121
1441
$985 ﹤0.01%
+27
1442
$983 ﹤0.01%
3
1443
$983 ﹤0.01%
+49
1444
$982 ﹤0.01%
+51
1445
$982 ﹤0.01%
79
1446
$981 ﹤0.01%
6
-2
1447
$978 ﹤0.01%
+182
1448
$977 ﹤0.01%
+100
1449
$976 ﹤0.01%
+24
1450
$974 ﹤0.01%
+535
56 57
58
59 60