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
1551
$810 ﹤0.01%
8
1552
$808 ﹤0.01%
+10
1553
$808 ﹤0.01%
6
1554
$803 ﹤0.01%
52
-36
1555
$802 ﹤0.01%
+61
1556
$801 ﹤0.01%
+24
1557
$795 ﹤0.01%
6
-2
1558
$792 ﹤0.01%
109
1559
$790 ﹤0.01%
+26
1560
$789 ﹤0.01%
+63
1561
$789 ﹤0.01%
+11
1562
$789 ﹤0.01%
+5
1563
$782 ﹤0.01%
+18
1564
$781 ﹤0.01%
+7
1565
$780 ﹤0.01%
+108
1566
$779 ﹤0.01%
+36
1567
$775 ﹤0.01%
+30
1568
$774 ﹤0.01%
+52
1569
$773 ﹤0.01%
+11
1570
$771 ﹤0.01%
+48
1571
$770 ﹤0.01%
35
-5
1572
$768 ﹤0.01%
+4
1573
$768 ﹤0.01%
+32
1574
$764 ﹤0.01%
4
1575
$758 ﹤0.01%
+8
61 62
63
64 65