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
1501
$899 ﹤0.01%
+31
1502
$895 ﹤0.01%
2
+1
1503
$894 ﹤0.01%
+114
1504
$891 ﹤0.01%
+17
1505
$887 ﹤0.01%
+71
1506
$886 ﹤0.01%
23
1507
$886 ﹤0.01%
39
1508
$886 ﹤0.01%
+175
1509
$885 ﹤0.01%
+19
1510
$884 ﹤0.01%
+17
1511
$882 ﹤0.01%
30
1512
$882 ﹤0.01%
+15
1513
$881 ﹤0.01%
20
1514
$881 ﹤0.01%
52
-10
1515
$877 ﹤0.01%
+149
1516
$876 ﹤0.01%
+75
1517
$875 ﹤0.01%
255
+33
1518
$875 ﹤0.01%
+105
1519
$869 ﹤0.01%
+38
1520
$866 ﹤0.01%
18
+17
1521
$863 ﹤0.01%
21
+3
1522
$862 ﹤0.01%
+10
1523
$858 ﹤0.01%
+31
1524
$857 ﹤0.01%
30
+7
1525
$856 ﹤0.01%
+28
59 60
61
62 63