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
201
$181K 0.03%
761
-3
202
$179K 0.03%
3,623
+25
203
$178K 0.03%
9,700
+79
204
$177K 0.03%
1,716
+18
205
$176K 0.03%
1,962
206
$171K 0.03%
7,060
207
$168K 0.03%
1,423
+71
208
$168K 0.03%
1,357
-645
209
$167K 0.03%
+6,500
210
$166K 0.03%
4,550
+50
211
$164K 0.03%
425
-63
212
$163K 0.03%
63
-12
213
$160K 0.03%
1,834
-2
214
$159K 0.03%
1,197
+1
215
$159K 0.02%
994
+8
216
$157K 0.02%
7,935
217
$157K 0.02%
7,164
218
$157K 0.02%
674
+13
219
$156K 0.02%
42
+2
220
$155K 0.02%
6,892
221
$152K 0.02%
3,608
222
$152K 0.02%
5,144
223
$151K 0.02%
282
+5
224
$149K 0.02%
2,363
-121,620
225
$148K 0.02%
3,599
7 8
9
10 11