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
151
$255K 0.04%
1,215
+59
152
$254K 0.04%
1,223
+44
153
$252K 0.04%
814
+13
154
$252K 0.04%
24,148
+194
155
$249K 0.04%
7,215
+85
156
$245K 0.04%
4,779
157
$245K 0.04%
2,477
-687
158
$241K 0.04%
306
+2
159
$241K 0.04%
541
+3
160
$239K 0.04%
453
+28
161
$234K 0.04%
5,452
-391
162
$232K 0.04%
10,396
+34
163
$229K 0.04%
3,676
+17
164
$229K 0.04%
9,783
+34
165
$228K 0.04%
4,027
+43
166
$225K 0.04%
7,664
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167
$223K 0.04%
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-74
168
$222K 0.03%
3,204
+56
169
$222K 0.03%
547
-44
170
$220K 0.03%
1,446
+61
171
$218K 0.03%
1,084
+3
172
$218K 0.03%
8,986
+363
173
$217K 0.03%
8,556
+2,085
174
$216K 0.03%
7,476
+332
175
$216K 0.03%
1,917
+1,000
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7
8 9