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
551
$22.4K ﹤0.01%
498
+299
552
$22.2K ﹤0.01%
160
+122
553
$22.1K ﹤0.01%
166
+61
554
$22K ﹤0.01%
105
555
$21.9K ﹤0.01%
626
+302
556
$21.7K ﹤0.01%
100
+1
557
$21.6K ﹤0.01%
176
+62
558
$21.5K ﹤0.01%
758
-22
559
$21.5K ﹤0.01%
874
+496
560
$21.5K ﹤0.01%
387
-285
561
$21.4K ﹤0.01%
43
+39
562
$21.4K ﹤0.01%
377
563
$21.4K ﹤0.01%
60
+37
564
$21.3K ﹤0.01%
152
565
$21.2K ﹤0.01%
822
+89
566
$21.1K ﹤0.01%
27
+18
567
$21K ﹤0.01%
112
+105
568
$20.6K ﹤0.01%
226
+76
569
$20.5K ﹤0.01%
91
+23
570
$20.4K ﹤0.01%
890
+314
571
$20.4K ﹤0.01%
240
+1
572
$20.2K ﹤0.01%
400
573
$20.1K ﹤0.01%
444
+411
574
$20.1K ﹤0.01%
283
+7
575
$20K ﹤0.01%
+837
21 22
23
24 25