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
301
$80.9K 0.01%
1,005
302
$79.8K 0.01%
471
+71
303
$79.1K 0.01%
1,729
+376
304
$78.7K 0.01%
2,291
+71
305
$77.5K 0.01%
2,416
-17
306
$76.8K 0.01%
787
-13
307
$76.1K 0.01%
580
+93
308
$75.5K 0.01%
611
+4
309
$75.4K 0.01%
318
-40
310
$74.7K 0.01%
154
+6
311
$74.1K 0.01%
3,114
+58
312
$73.8K 0.01%
225
313
$73.1K 0.01%
318
+117
314
$72.5K 0.01%
3,000
315
$72.3K 0.01%
1,462
316
$71.6K 0.01%
337
+181
317
$69.3K 0.01%
214
+59
318
$69K 0.01%
515
+460
319
$68.8K 0.01%
280
+96
320
$68.8K 0.01%
2,424
+47
321
$68.5K 0.01%
1,559
+665
322
$68.1K 0.01%
952
+20
323
$68K 0.01%
317
+76
324
$67.8K 0.01%
483
325
$67.3K 0.01%
241
+70
11 12
13
14 15