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
501
$27.4K ﹤0.01%
144
+134
502
$27.2K ﹤0.01%
82
+35
503
$27.2K ﹤0.01%
63
+3
504
$27.1K ﹤0.01%
191
+145
505
$27K ﹤0.01%
563
+6
506
$26.9K ﹤0.01%
369
507
$26.9K ﹤0.01%
69
508
$26.5K ﹤0.01%
82
+63
509
$26.5K ﹤0.01%
1,653
-35
510
$26.4K ﹤0.01%
582
511
$26.3K ﹤0.01%
584
512
$26.1K ﹤0.01%
96
+71
513
$26.1K ﹤0.01%
477
514
$26K ﹤0.01%
308
+236
515
$25.9K ﹤0.01%
162
+61
516
$25.8K ﹤0.01%
2,894
+2,626
517
$25.6K ﹤0.01%
177
-3
518
$25.5K ﹤0.01%
119
+104
519
$25.5K ﹤0.01%
778
520
$25.4K ﹤0.01%
377
+315
521
$25.3K ﹤0.01%
581
+13
522
$25.2K ﹤0.01%
528
-11
523
$24.8K ﹤0.01%
518
+2
524
$24.7K ﹤0.01%
586
525
$24.2K ﹤0.01%
295
+276
19 20
21
22 23