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
576
$19.9K ﹤0.01%
+500
577
$19.8K ﹤0.01%
783
+8
578
$19.8K ﹤0.01%
700
-109
579
$19.7K ﹤0.01%
45
580
$19.6K ﹤0.01%
820
581
$19.6K ﹤0.01%
380
+13
582
$19.5K ﹤0.01%
404
+137
583
$19.3K ﹤0.01%
588
+2
584
$19.2K ﹤0.01%
195
+22
585
$19.1K ﹤0.01%
75
-73
586
$19K ﹤0.01%
808
+9
587
$19K ﹤0.01%
1,021
+29
588
$19K ﹤0.01%
253
+79
589
$18.8K ﹤0.01%
253
590
$18.7K ﹤0.01%
243
+17
591
$18.7K ﹤0.01%
+209
592
$18.5K ﹤0.01%
63
-6
593
$18.5K ﹤0.01%
165
+32
594
$18.4K ﹤0.01%
+900
595
$18.3K ﹤0.01%
425
596
$18.2K ﹤0.01%
+162
597
$18K ﹤0.01%
281
+40
598
$18K ﹤0.01%
1,716
599
$18K ﹤0.01%
165
+144
600
$17.8K ﹤0.01%
43
+28
22 23
24
25 26