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
1926
– –
-10
1927
– –
-4
1928
– –
-15
1929
– –
-49
1930
– –
-16
1931
– –
-76
1932
– –
-86
1933
– –
-472
1934
– –
-1,296
1935
– –
-342
1936
– –
-32
1937
– –
-622
1938
– –
-18
1939
– –
-10
1940
– –
-130
1941
– –
-14
1942
– –
-7
1943
– –
-17
1944
– –
-48
1945
– –
-52
1946
– –
-300
1947
– –
-120
1948
– –
-12
1949
– –
-88
1950
– –
-13
76 77
78
79 80