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
1601
$710 ﹤0.01%
14
1602
$705 ﹤0.01%
70
+69
1603
$703 ﹤0.01%
+2
1604
$701 ﹤0.01%
+446
1605
$698 ﹤0.01%
+3
1606
$698 ﹤0.01%
4
-2
1607
$695 ﹤0.01%
107
1608
$695 ﹤0.01%
11
1609
$692 ﹤0.01%
10
-31
1610
$691 ﹤0.01%
35
1611
$688 ﹤0.01%
+97
1612
$688 ﹤0.01%
+1,271
1613
$687 ﹤0.01%
1,006
1614
$685 ﹤0.01%
+7
1615
$682 ﹤0.01%
23
+2
1616
$681 ﹤0.01%
+34
1617
$680 ﹤0.01%
+2
1618
$679 ﹤0.01%
29
1619
$679 ﹤0.01%
+17
1620
$678 ﹤0.01%
+43
1621
$677 ﹤0.01%
5
-4
1622
$676 ﹤0.01%
+6
1623
$675 ﹤0.01%
+29
1624
$674 ﹤0.01%
+233
1625
$672 ﹤0.01%
+28
63 64
65
66 67