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
1901
– –
-305
1902
– –
-10
1903
– –
-18
1904
– –
-3
1905
– –
-42
1906
– –
-12
1907
– –
-498
1908
– –
-67
1909
– –
-23
1910
– –
-27
1911
– –
-50
1912
– –
-68
1913
– –
-9
1914
– –
-79
1915
– –
-613
1916
– –
-16
1917
– –
-4
1918
– –
-1
1919
– –
-44
1920
– –
-231
1921
– –
-22
1922
– –
-34
1923
– –
-33
1924
– –
-4
1925
– –
-13
75 76
77
78 79