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
1676
$576 ﹤0.01%
6
1677
$576 ﹤0.01%
2
-2
1678
$573 ﹤0.01%
+53
1679
$569 ﹤0.01%
+59
1680
$561 ﹤0.01%
+8
1681
$560 ﹤0.01%
+20
1682
$556 ﹤0.01%
+441
1683
$555 ﹤0.01%
+4
1684
$554 ﹤0.01%
+5
1685
$553 ﹤0.01%
+14
1686
$551 ﹤0.01%
8
1687
$543 ﹤0.01%
+3
1688
$543 ﹤0.01%
+112
1689
$542 ﹤0.01%
+7
1690
$539 ﹤0.01%
109
-5
1691
$539 ﹤0.01%
+246
1692
$535 ﹤0.01%
27
-34
1693
$532 ﹤0.01%
+8
1694
$528 ﹤0.01%
+10
1695
$527 ﹤0.01%
4
-2
1696
$525 ﹤0.01%
+9
1697
$521 ﹤0.01%
+9
1698
$520 ﹤0.01%
19
-14
1699
$519 ﹤0.01%
+53
1700
$515 ﹤0.01%
8
-343
66 67
68
69 70