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
376
$51.5K 0.01%
373
377
$51.5K 0.01%
218
+47
378
$50.9K 0.01%
1,055
379
$50.4K 0.01%
470
+1
380
$49.3K 0.01%
645
381
$48.8K 0.01%
611
+604
382
$48.6K 0.01%
148
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383
$47.9K 0.01%
636
+362
384
$47.5K 0.01%
638
-9
385
$47.4K 0.01%
529
386
$47.4K 0.01%
192
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387
$47.1K 0.01%
1,097
-70
388
$46.2K 0.01%
1,010
-2,589
389
$46.1K 0.01%
239
390
$45.6K 0.01%
508
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391
$45.5K 0.01%
407
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392
$45.4K 0.01%
1,264
393
$45K 0.01%
1,446
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$45K 0.01%
354
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$44.6K 0.01%
714
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396
$43.8K 0.01%
164
-22
397
$43.7K 0.01%
261
+186
398
$43.6K 0.01%
393
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399
$43.5K 0.01%
212
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400
$42.9K 0.01%
1,008
14 15
16
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