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
326
$67.1K 0.01%
1,339
+388
327
$66.8K 0.01%
239
+23
328
$65.5K 0.01%
138
+16
329
$64.8K 0.01%
269
+96
330
$63.7K 0.01%
506
331
$63.7K 0.01%
404
+60
332
$63.4K 0.01%
+450
333
$63.4K 0.01%
2,382
-18
334
$62.8K 0.01%
186
+31
335
$62.7K 0.01%
629
+343
336
$62.5K 0.01%
1,449
+507
337
$61.9K 0.01%
226
+10
338
$61.8K 0.01%
86
+38
339
$61.7K 0.01%
2,513
+283
340
$61.5K 0.01%
302
+200
341
$61.3K 0.01%
450
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$61.1K 0.01%
304
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343
$60.8K 0.01%
246
-5
344
$59.7K 0.01%
410
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345
$59.7K 0.01%
175
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346
$59.1K 0.01%
783
+341
347
$58.7K 0.01%
1,364
+4
348
$58.7K 0.01%
1,314
+490
349
$58.4K 0.01%
266
+58
350
$57.9K 0.01%
292
+11
12 13
14
15 16