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
276
$97.7K 0.01%
1,850
+955
277
$96.5K 0.01%
1,125
278
$94.7K 0.01%
647
-14
279
$94.3K 0.01%
427
+6
280
$94.2K 0.01%
559
281
$91.9K 0.01%
2,043
+31
282
$91.3K 0.01%
1,109
+330
283
$91.1K 0.01%
1,349
-1,014
284
$90.9K 0.01%
653
285
$90.3K 0.01%
568
+263
286
$90K 0.01%
1,267
+129
287
$87.9K 0.01%
866
+321
288
$87.7K 0.01%
3,769
-290
289
$87.4K 0.01%
426
+33
290
$87.1K 0.01%
90
+13
291
$86.9K 0.01%
308
+2
292
$86.5K 0.01%
1,125
-8
293
$85.8K 0.01%
+4,250
294
$85.1K 0.01%
1,766
+79
295
$85.1K 0.01%
1,500
+24
296
$84.2K 0.01%
1,930
297
$83.6K 0.01%
1,025
+25
298
$83.2K 0.01%
446
-816
299
$82.2K 0.01%
4,614
+56
300
$82K 0.01%
1,250
10 11
12
13 14