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
126
$364K 0.06%
9,239
-1,021
127
$363K 0.06%
4,587
+128
128
$353K 0.06%
1,897
+26
129
$351K 0.06%
7,414
+448
130
$343K 0.05%
2,347
+93
131
$342K 0.05%
13,517
+28
132
$324K 0.05%
6,385
-1,554
133
$323K 0.05%
15,539
134
$323K 0.05%
2,606
+87
135
$323K 0.05%
3,360
136
$319K 0.05%
3,574
-144
137
$309K 0.05%
295
+6
138
$304K 0.05%
4,673
-187
139
$299K 0.05%
14,833
140
$297K 0.05%
2,220
+220
141
$287K 0.05%
9,268
+1
142
$285K 0.04%
733
+41
143
$283K 0.04%
2,077
+470
144
$279K 0.04%
3,599
-180
145
$278K 0.04%
5,534
146
$275K 0.04%
3,620
-847
147
$275K 0.04%
11,720
-258
148
$271K 0.04%
7,350
149
$264K 0.04%
2,883
+55
150
$259K 0.04%
2,891
+60
4 5
6
7 8