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
1726
$482 ﹤0.01%
53
-25
1727
$479 ﹤0.01%
+20
1728
$477 ﹤0.01%
33
-20
1729
$477 ﹤0.01%
4
1730
$475 ﹤0.01%
+11
1731
$474 ﹤0.01%
+31
1732
$471 ﹤0.01%
+16
1733
$467 ﹤0.01%
+8
1734
$466 ﹤0.01%
+7
1735
$462 ﹤0.01%
+3
1736
$460 ﹤0.01%
+8
1737
$456 ﹤0.01%
+3
1738
$456 ﹤0.01%
+19
1739
$456 ﹤0.01%
+25
1740
$450 ﹤0.01%
+18
1741
$450 ﹤0.01%
10
1742
$449 ﹤0.01%
7
-5
1743
$448 ﹤0.01%
+10
1744
$446 ﹤0.01%
85
-53
1745
$440 ﹤0.01%
+3
1746
$437 ﹤0.01%
+4
1747
$436 ﹤0.01%
38
1748
$435 ﹤0.01%
+8
1749
$427 ﹤0.01%
13
-16
1750
$423 ﹤0.01%
+9
68 69
70
71 72