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
1451
$969 ﹤0.01%
24
1452
$969 ﹤0.01%
+32
1453
$968 ﹤0.01%
+1,320
1454
$968 ﹤0.01%
+44
1455
$966 ﹤0.01%
+263
1456
$966 ﹤0.01%
+483
1457
$963 ﹤0.01%
+63
1458
$960 ﹤0.01%
9
1459
$960 ﹤0.01%
+24
1460
$957 ﹤0.01%
4
-1
1461
$956 ﹤0.01%
+82
1462
$954 ﹤0.01%
44
-96
1463
$952 ﹤0.01%
+68
1464
$951 ﹤0.01%
6
+3
1465
$950 ﹤0.01%
+9
1466
$947 ﹤0.01%
8
+1
1467
$947 ﹤0.01%
+40
1468
$946 ﹤0.01%
+5
1469
$944 ﹤0.01%
+219
1470
$943 ﹤0.01%
+13
1471
$943 ﹤0.01%
3
1472
$942 ﹤0.01%
+41
1473
$941 ﹤0.01%
+61
1474
$938 ﹤0.01%
+68
1475
$936 ﹤0.01%
59
+16
57 58
59
60 61