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
1626
$671 ﹤0.01%
+4
1627
$669 ﹤0.01%
+36
1628
$666 ﹤0.01%
+6
1629
$666 ﹤0.01%
+22
1630
$665 ﹤0.01%
12
-32
1631
$662 ﹤0.01%
+11
1632
$657 ﹤0.01%
3
-2
1633
$653 ﹤0.01%
54
1634
$650 ﹤0.01%
4
-2
1635
$650 ﹤0.01%
+67
1636
$649 ﹤0.01%
103
+99
1637
$647 ﹤0.01%
+39
1638
$645 ﹤0.01%
+46
1639
$641 ﹤0.01%
+28
1640
$641 ﹤0.01%
+51
1641
$640 ﹤0.01%
14
-2
1642
$639 ﹤0.01%
+6
1643
$637 ﹤0.01%
+7
1644
$636 ﹤0.01%
+11
1645
$636 ﹤0.01%
8
-1
1646
$634 ﹤0.01%
+5
1647
$631 ﹤0.01%
+14
1648
$625 ﹤0.01%
+7
1649
$625 ﹤0.01%
+29
1650
$623 ﹤0.01%
+6
64 65
66
67 68