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
251
$122K 0.02%
729
252
$122K 0.02%
1,216
+44
253
$119K 0.02%
1,966
254
$118K 0.02%
1,481
255
$118K 0.02%
334
-91
256
$118K 0.02%
1,242
+916
257
$115K 0.02%
269
+45
258
$114K 0.02%
325
+53
259
$114K 0.02%
1,486
+11
260
$112K 0.02%
1,268
+89
261
$112K 0.02%
646
+65
262
$111K 0.02%
10,000
263
$110K 0.02%
495
-18
264
$109K 0.02%
9,095
+861
265
$105K 0.02%
944
+98
266
$105K 0.01%
1,443
+62
267
$104K 0.01%
4,000
268
$103K 0.01%
4,470
269
$103K 0.01%
1,548
+20
270
$103K 0.01%
5,020
271
$103K 0.01%
4,173
272
$102K 0.01%
673
+108
273
$102K 0.01%
1,611
+225
274
$101K 0.01%
1,507
+64
275
$97.8K 0.01%
129
+35
9 10
11
12 13