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
401
$42.2K 0.01%
639
+552
402
$42K 0.01%
350
+132
403
$42K 0.01%
+3,500
404
$41.8K 0.01%
973
+104
405
$41.5K 0.01%
105
406
$40.5K 0.01%
518
407
$40.3K 0.01%
336
+11
408
$40.3K 0.01%
1,843
+102
409
$40.1K 0.01%
1,393
+17
410
$40.1K 0.01%
523
+150
411
$39.8K 0.01%
236
+11
412
$39.7K 0.01%
+490
413
$39.7K 0.01%
+542
414
$39.7K 0.01%
263
+188
415
$39.6K 0.01%
132
-25
416
$39.4K 0.01%
781
+605
417
$39.3K 0.01%
936
418
$39.3K 0.01%
144
-29
419
$38.8K 0.01%
+754
420
$38.8K 0.01%
198
+27
421
$38.7K 0.01%
1,122
422
$38.4K 0.01%
377
+17
423
$37.9K 0.01%
76
+29
424
$37.9K 0.01%
844
425
$37.8K 0.01%
1,964
+26
15 16
17
18 19