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
426
$37.8K 0.01%
35
+29
427
$37.6K 0.01%
390
-3
428
$37.5K 0.01%
552
+238
429
$37.2K 0.01%
920
+750
430
$37.1K 0.01%
902
431
$37.1K 0.01%
400
432
$36.9K 0.01%
473
433
$36.9K 0.01%
279
+16
434
$36.8K 0.01%
257
+145
435
$36.6K 0.01%
1,158
-68
436
$36.5K 0.01%
436
437
$36.5K 0.01%
237
+1
438
$36.2K 0.01%
643
439
$36K 0.01%
159
440
$35.9K 0.01%
533
+14
441
$35.9K 0.01%
211
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442
$35.9K 0.01%
406
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$35.6K 0.01%
491
444
$35.6K 0.01%
1,067
-71
445
$35.5K 0.01%
270
446
$35.2K 0.01%
280
447
$35.1K 0.01%
319
+123
448
$34.9K 0.01%
148
+45
449
$34.9K 0.01%
+2,050
450
$34.4K ﹤0.01%
122
-5
16 17
18
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