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
$703M
AUM Growth
+$65.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,084
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$6.45M
3
+$5.89M
4
SHLD icon
Global X Defense Tech ETF
SHLD
+$4.8M
5
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$3.97M

Top Sells

1
+$8.3M
2
+$7.51M
3
+$6.53M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$3.85M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.55M

Sector Composition

1 Technology 7.4%
2 Financials 1.77%
3 Healthcare 1.75%
4 Consumer Discretionary 1.51%
5 Industrials 1.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$152K 0.02%
1,134
+474
227
$151K 0.02%
2,648
+2,475
228
$150K 0.02%
620
+2
229
$149K 0.02%
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-77
230
$147K 0.02%
2,000
231
$146K 0.02%
479
+30
232
$145K 0.02%
3,431
233
$145K 0.02%
62
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234
$143K 0.02%
801
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235
$142K 0.02%
409
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236
$142K 0.02%
148
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237
$141K 0.02%
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238
$139K 0.02%
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+23
239
$139K 0.02%
2,144
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240
$138K 0.02%
2,581
-1,327
241
$134K 0.02%
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242
$133K 0.02%
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$133K 0.02%
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$131K 0.02%
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245
$129K 0.02%
1,197
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$127K 0.02%
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-7
247
$126K 0.02%
978
-214
248
$126K 0.02%
2,840
249
$125K 0.02%
3,992
+1,467
250
$124K 0.02%
1,548
8 9
10
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