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
1651
$621 ﹤0.01%
+57
1652
$621 ﹤0.01%
+470
1653
$619 ﹤0.01%
+5
1654
$617 ﹤0.01%
+10
1655
$617 ﹤0.01%
+38
1656
$617 ﹤0.01%
+4
1657
$616 ﹤0.01%
+29
1658
$611 ﹤0.01%
+11
1659
$607 ﹤0.01%
+25
1660
$606 ﹤0.01%
20
1661
$605 ﹤0.01%
14
-9
1662
$601 ﹤0.01%
+21
1663
$597 ﹤0.01%
+22
1664
$596 ﹤0.01%
+3
1665
$594 ﹤0.01%
9
1666
$594 ﹤0.01%
+20
1667
$593 ﹤0.01%
+3
1668
$593 ﹤0.01%
6
-3
1669
$592 ﹤0.01%
+25
1670
$591 ﹤0.01%
+3
1671
$591 ﹤0.01%
+14
1672
$584 ﹤0.01%
+23
1673
$582 ﹤0.01%
+27
1674
$577 ﹤0.01%
+51
1675
$577 ﹤0.01%
+11
65 66
67
68 69