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
1526
$856 ﹤0.01%
+49
1527
$849 ﹤0.01%
+66
1528
$848 ﹤0.01%
10
+2
1529
$847 ﹤0.01%
+16
1530
$844 ﹤0.01%
87
+84
1531
$844 ﹤0.01%
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1532
$842 ﹤0.01%
+9
1533
$840 ﹤0.01%
35
-44
1534
$838 ﹤0.01%
10
-2
1535
$838 ﹤0.01%
+31
1536
$834 ﹤0.01%
3
-3
1537
$831 ﹤0.01%
113
1538
$831 ﹤0.01%
+9
1539
$829 ﹤0.01%
+72
1540
$828 ﹤0.01%
141
1541
$827 ﹤0.01%
27
1542
$825 ﹤0.01%
8
1543
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1544
$823 ﹤0.01%
68
-16
1545
$822 ﹤0.01%
+33
1546
$818 ﹤0.01%
20
+1
1547
$818 ﹤0.01%
+273
1548
$815 ﹤0.01%
+292
1549
$813 ﹤0.01%
+21
1550
$811 ﹤0.01%
7
-3
60 61
62
63 64