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
1751
$415 ﹤0.01%
3
1752
$413 ﹤0.01%
+22
1753
$407 ﹤0.01%
5
-69
1754
$403 ﹤0.01%
+3
1755
$396 ﹤0.01%
+172
1756
$377 ﹤0.01%
34
1757
$371 ﹤0.01%
13
1758
$337 ﹤0.01%
+1
1759
$310 ﹤0.01%
32
1760
$305 ﹤0.01%
26
1761
$287 ﹤0.01%
6
1762
$274 ﹤0.01%
25
1763
$274 ﹤0.01%
66
1764
$272 ﹤0.01%
36
1765
$266 ﹤0.01%
3
-10
1766
$265 ﹤0.01%
6
1767
$255 ﹤0.01%
140
1768
$243 ﹤0.01%
35
1769
$243 ﹤0.01%
11
1770
$210 ﹤0.01%
21
1771
$206 ﹤0.01%
6
1772
$168 ﹤0.01%
4
1773
$167 ﹤0.01%
2
1774
$166 ﹤0.01%
7
1775
$160 ﹤0.01%
19
69 70
71
72 73