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
476
$30.7K ﹤0.01%
94
+10
477
$30.7K ﹤0.01%
276
478
$30.3K ﹤0.01%
1,114
+322
479
$30.3K ﹤0.01%
236
+196
480
$30.2K ﹤0.01%
406
481
$30.1K ﹤0.01%
358
482
$30K ﹤0.01%
97
+87
483
$29.8K ﹤0.01%
473
+176
484
$29.8K ﹤0.01%
50
485
$29.8K ﹤0.01%
336
486
$29.7K ﹤0.01%
110
+6
487
$29.5K ﹤0.01%
317
+115
488
$29.3K ﹤0.01%
748
+46
489
$29.3K ﹤0.01%
1,326
490
$29.2K ﹤0.01%
48
+32
491
$29.2K ﹤0.01%
290
492
$28.8K ﹤0.01%
63
-32
493
$28.6K ﹤0.01%
276
494
$28.1K ﹤0.01%
88
495
$28.1K ﹤0.01%
1,661
-81
496
$28K ﹤0.01%
251
497
$27.9K ﹤0.01%
281
+7
498
$27.5K ﹤0.01%
86
+34
499
$27.5K ﹤0.01%
319
+12
500
$27.4K ﹤0.01%
1,404
+847
18 19
20
21 22