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
1576
$758 ﹤0.01%
+31
1577
$757 ﹤0.01%
+154
1578
$755 ﹤0.01%
+15
1579
$755 ﹤0.01%
+9
1580
$752 ﹤0.01%
10
-3
1581
$746 ﹤0.01%
+43
1582
$744 ﹤0.01%
75
+3
1583
$738 ﹤0.01%
3
-2
1584
$737 ﹤0.01%
11
+2
1585
$736 ﹤0.01%
+15
1586
$736 ﹤0.01%
+21
1587
$734 ﹤0.01%
26
1588
$728 ﹤0.01%
+36
1589
$723 ﹤0.01%
28
-5
1590
$722 ﹤0.01%
8
-2
1591
$722 ﹤0.01%
45
-40
1592
$721 ﹤0.01%
+24
1593
$718 ﹤0.01%
+115
1594
$717 ﹤0.01%
+80
1595
$716 ﹤0.01%
+3
1596
$715 ﹤0.01%
+8
1597
$714 ﹤0.01%
+53
1598
$714 ﹤0.01%
22
1599
$714 ﹤0.01%
22
1600
$711 ﹤0.01%
27
-34
62 63
64
65 66