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
1476
$935 ﹤0.01%
+187
1477
$935 ﹤0.01%
+13
1478
$933 ﹤0.01%
211
+58
1479
$933 ﹤0.01%
10
1480
$931 ﹤0.01%
130
1481
$929 ﹤0.01%
+26
1482
$928 ﹤0.01%
+194
1483
$928 ﹤0.01%
+29
1484
$928 ﹤0.01%
+113
1485
$927 ﹤0.01%
+11
1486
$922 ﹤0.01%
17
-16
1487
$921 ﹤0.01%
7
1488
$920 ﹤0.01%
+25
1489
$917 ﹤0.01%
15
+3
1490
$916 ﹤0.01%
27
1491
$915 ﹤0.01%
+469
1492
$913 ﹤0.01%
+126
1493
$912 ﹤0.01%
+130
1494
$911 ﹤0.01%
+100
1495
$906 ﹤0.01%
32
+10
1496
$904 ﹤0.01%
+268
1497
$904 ﹤0.01%
+47
1498
$903 ﹤0.01%
610
1499
$900 ﹤0.01%
+26
1500
$899 ﹤0.01%
+30
58 59
60
61 62