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
176
$214K 0.03%
831
+53
177
$209K 0.03%
1,943
+198
178
$208K 0.03%
836
+1
179
$207K 0.03%
1,051
+2
180
$207K 0.03%
1,201
+33
181
$206K 0.03%
1,192
+128
182
$205K 0.03%
32,330
183
$203K 0.03%
3,315
+15
184
$202K 0.03%
1,919
+30
185
$200K 0.03%
837
-177
186
$198K 0.03%
4,048
187
$196K 0.03%
717
+11
188
$196K 0.03%
2,399
-20
189
$195K 0.03%
3,959
+144
190
$194K 0.03%
2,613
-23
191
$193K 0.03%
4,431
+23
192
$193K 0.03%
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+30
193
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2,483
194
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5,575
+3,925
195
$189K 0.03%
2,670
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196
$189K 0.03%
3,908
+321
197
$186K 0.03%
1,541
+85
198
$183K 0.03%
4,808
-163
199
$182K 0.03%
2,981
+380
200
$182K 0.03%
1,026
+306
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