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
351
$57.8K 0.01%
1,063
352
$57.5K 0.01%
2,644
+450
353
$57.1K 0.01%
939
+332
354
$56.5K 0.01%
491
355
$56.4K 0.01%
316
-90
356
$56.3K 0.01%
2,090
+150
357
$56.1K 0.01%
573
+398
358
$55.7K 0.01%
1,161
359
$55.5K 0.01%
239
360
$55.4K 0.01%
275
+2
361
$55.2K 0.01%
463
-1
362
$54.8K 0.01%
1,544
-271
363
$54.7K 0.01%
2,470
364
$54.2K 0.01%
2,000
365
$54K 0.01%
656
+230
366
$54K 0.01%
2,300
367
$53.4K 0.01%
961
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368
$53.3K 0.01%
69
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369
$53.1K 0.01%
388
-6
370
$53.1K 0.01%
556
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371
$53K 0.01%
83
-5
372
$53K 0.01%
1,552
-34
373
$52.8K 0.01%
2,170
374
$52.4K 0.01%
110
+3
375
$52K 0.01%
1,631
-90
13 14
15
16 17