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
451
$33.9K ﹤0.01%
1,369
-8
452
$33.7K ﹤0.01%
498
+229
453
$33.7K ﹤0.01%
62
+2
454
$33.6K ﹤0.01%
306
455
$33.4K ﹤0.01%
488
+2
456
$33.2K ﹤0.01%
699
457
$33.1K ﹤0.01%
361
458
$32.9K ﹤0.01%
171
+79
459
$32.6K ﹤0.01%
133
+55
460
$32.6K ﹤0.01%
274
-17
461
$32.4K ﹤0.01%
111
462
$32.1K ﹤0.01%
290
463
$32.1K ﹤0.01%
1,293
+23
464
$32K ﹤0.01%
57
+14
465
$32K ﹤0.01%
226
+60
466
$31.8K ﹤0.01%
974
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467
$31.7K ﹤0.01%
739
+3
468
$31.5K ﹤0.01%
673
469
$31.4K ﹤0.01%
376
+163
470
$31.4K ﹤0.01%
1,257
471
$31.2K ﹤0.01%
159
+3
472
$31K ﹤0.01%
374
473
$31K ﹤0.01%
339
+124
474
$30.8K ﹤0.01%
392
+2
475
$30.8K ﹤0.01%
215
17 18
19
20 21