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
1701
$514 ﹤0.01%
+11
1702
$513 ﹤0.01%
+41
1703
$513 ﹤0.01%
+8
1704
$512 ﹤0.01%
7
-1
1705
$511 ﹤0.01%
+14
1706
$508 ﹤0.01%
+4
1707
$508 ﹤0.01%
+7
1708
$505 ﹤0.01%
32
1709
$504 ﹤0.01%
+34
1710
$501 ﹤0.01%
21
1711
$499 ﹤0.01%
13
-95
1712
$499 ﹤0.01%
+5
1713
$498 ﹤0.01%
4
-8
1714
$498 ﹤0.01%
+9
1715
$496 ﹤0.01%
28
-20
1716
$496 ﹤0.01%
+15
1717
$495 ﹤0.01%
+23
1718
$495 ﹤0.01%
+12
1719
$494 ﹤0.01%
+23
1720
$491 ﹤0.01%
+285
1721
$491 ﹤0.01%
+12
1722
$490 ﹤0.01%
+84
1723
$488 ﹤0.01%
255
1724
$487 ﹤0.01%
2
-153
1725
$483 ﹤0.01%
71
67 68
69
70 71