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
26
$7.44M 1.06%
90,121
-7,972
27
$7.37M 1.05%
96,407
+37,103
28
$5.59M 0.8%
144,825
-7,402
29
$5.38M 0.77%
+76,539
30
$5.08M 0.72%
53,557
-6
31
$5.06M 0.72%
73,875
+9,769
32
$4.99M 0.71%
66,299
+8,348
33
$4.84M 0.69%
33,230
+930
34
$4.71M 0.67%
169,310
-6,178
35
$4.31M 0.61%
41,724
+1,747
36
$3.73M 0.53%
39,976
+4,000
37
$3.51M 0.5%
29,546
-357
38
$3.45M 0.49%
15,715
+1,617
39
$3.18M 0.45%
6,326
+1,376
40
$3.16M 0.45%
45,708
+6,459
41
$3.05M 0.43%
35,924
-807
42
$3.03M 0.43%
4,943
+95
43
$2.88M 0.41%
4,796
+59
44
$2.72M 0.39%
6,119
-28
45
$2.66M 0.38%
23,400
-74,466
46
$2.47M 0.35%
34,144
+668
47
$2.44M 0.35%
77,808
-3,402
48
$2.3M 0.33%
84,156
-14,830
49
$2.01M 0.29%
7,828
+5
50
$1.93M 0.27%
42,581
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