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
601
$17.8K ﹤0.01%
198
+152
602
$17.8K ﹤0.01%
453
-437
603
$17.7K ﹤0.01%
140
+124
604
$17.6K ﹤0.01%
215
+159
605
$17.6K ﹤0.01%
261
+239
606
$17.5K ﹤0.01%
510
607
$17.5K ﹤0.01%
662
+332
608
$17.4K ﹤0.01%
88
+11
609
$17.3K ﹤0.01%
266
610
$17.3K ﹤0.01%
366
611
$17.2K ﹤0.01%
144
612
$17.1K ﹤0.01%
68
+61
613
$17.1K ﹤0.01%
120
614
$17.1K ﹤0.01%
207
+142
615
$17K ﹤0.01%
139
+10
616
$17K ﹤0.01%
62
+52
617
$16.9K ﹤0.01%
37
+27
618
$16.9K ﹤0.01%
225
619
$16.9K ﹤0.01%
54
+39
620
$16.9K ﹤0.01%
211
621
$16.9K ﹤0.01%
+549
622
$16.8K ﹤0.01%
229
+20
623
$16.8K ﹤0.01%
582
-154
624
$16.8K ﹤0.01%
48
+41
625
$16.7K ﹤0.01%
207
+142
23 24
25
26 27