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
1851
– –
-313
1852
– –
-15
1853
– –
-5
1854
– –
-102
1855
– –
-40
1856
– –
-95
1857
– –
-484
1858
– –
-8
1859
– –
-312
1860
– –
-20
1861
– –
-86
1862
– –
-46
1863
– –
-13
1864
– –
-69
1865
– –
-524
1866
– –
-55
1867
– –
-377
1868
– –
-420
1869
– –
-87
1870
– –
-15
1871
– –
-39
1872
– –
-86
1873
– –
-19
1874
– –
-110
1875
– –
-123
73 74
75
76 77