PWA

Physician Wealth Advisors Portfolio holdings

AUM $719M
1-Year Est. Return 20.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.04%
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
1976
– –
-312
1977
– –
-20
1978
– –
-86
1979
– –
-46
1980
– –
-13
1981
– –
-524
1982
– –
-55
1983
– –
-377
1984
– –
-420
1985
– –
-87
1986
– –
-15
1987
– –
-39
1988
– –
-86
1989
– –
-19
1990
– –
-110
1991
– –
-123
1992
– –
-103
1993
– –
-69
1994
– –
-164
1995
– –
-198
1996
– –
-79
1997
– –
-32
1998
– –
-15
1999
– –
-49
2000
– –
-16
77 78 79
80
81