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
526
$24.1K ﹤0.01%
400
527
$24.1K ﹤0.01%
925
+46
528
$24.1K ﹤0.01%
463
+45
529
$24.1K ﹤0.01%
126
+22
530
$24K ﹤0.01%
736
+507
531
$23.9K ﹤0.01%
991
+962
532
$23.9K ﹤0.01%
169
533
$23.6K ﹤0.01%
96
+42
534
$23.6K ﹤0.01%
402
+16
535
$23.6K ﹤0.01%
91
536
$23.6K ﹤0.01%
387
+187
537
$23.6K ﹤0.01%
1,478
+31
538
$23.3K ﹤0.01%
84
+4
539
$23.2K ﹤0.01%
1,000
540
$23.1K ﹤0.01%
357
541
$23K ﹤0.01%
57
+1
542
$22.8K ﹤0.01%
217
+99
543
$22.8K ﹤0.01%
181
544
$22.8K ﹤0.01%
271
+107
545
$22.7K ﹤0.01%
149
+59
546
$22.6K ﹤0.01%
278
547
$22.5K ﹤0.01%
139
+11
548
$22.5K ﹤0.01%
623
-45
549
$22.5K ﹤0.01%
129
550
$22.5K ﹤0.01%
94
+90
20 21
22
23 24