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
626
$16.7K ﹤0.01%
333
627
$16.5K ﹤0.01%
410
628
$16.4K ﹤0.01%
119
+10
629
$16.4K ﹤0.01%
133
+95
630
$16.4K ﹤0.01%
296
+108
631
$16.3K ﹤0.01%
1,113
-97
632
$16.3K ﹤0.01%
62
+59
633
$16.1K ﹤0.01%
115
+23
634
$15.9K ﹤0.01%
208
635
$15.8K ﹤0.01%
878
+23
636
$15.4K ﹤0.01%
258
+109
637
$15.4K ﹤0.01%
325
+167
638
$15.3K ﹤0.01%
159
+78
639
$15.3K ﹤0.01%
+195
640
$15.2K ﹤0.01%
416
641
$15.2K ﹤0.01%
566
642
$15.1K ﹤0.01%
241
643
$15.1K ﹤0.01%
161
+155
644
$15K ﹤0.01%
606
645
$14.9K ﹤0.01%
116
+4
646
$14.9K ﹤0.01%
120
647
$14.9K ﹤0.01%
915
+11
648
$14.5K ﹤0.01%
+42
649
$14.4K ﹤0.01%
+157
650
$14.4K ﹤0.01%
48
+41
24 25
26
27 28