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
1776
$160 ﹤0.01%
+401
1777
$144 ﹤0.01%
3
1778
$136 ﹤0.01%
2
1779
$132 ﹤0.01%
7
1780
$124 ﹤0.01%
7
1781
$111 ﹤0.01%
4
1782
$79 ﹤0.01%
28
1783
$76 ﹤0.01%
31
-515
1784
$72 ﹤0.01%
3
1785
$72 ﹤0.01%
2
1786
$71 ﹤0.01%
20
1787
$70 ﹤0.01%
1
1788
$64 ﹤0.01%
17
1789
$63 ﹤0.01%
2
1790
$54 ﹤0.01%
5
1791
$50 ﹤0.01%
2
-38
1792
$43 ﹤0.01%
+23
1793
$26 ﹤0.01%
7
1794
$14 ﹤0.01%
2
1795
$7 ﹤0.01%
3
1796
$7 ﹤0.01%
1
1797
$7 ﹤0.01%
2
1798
$6 ﹤0.01%
1
1799
$5 ﹤0.01%
2
1800
$5 ﹤0.01%
+1
70 71
72
73 74