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
651
$14.3K ﹤0.01%
200
+3
652
$14.3K ﹤0.01%
493
+273
653
$14.2K ﹤0.01%
273
+2
654
$14.2K ﹤0.01%
+475
655
$14.2K ﹤0.01%
46
+35
656
$14.1K ﹤0.01%
+31
657
$14.1K ﹤0.01%
264
658
$14K ﹤0.01%
294
659
$14K ﹤0.01%
536
+506
660
$13.8K ﹤0.01%
15
+13
661
$13.7K ﹤0.01%
103
+99
662
$13.7K ﹤0.01%
113
+87
663
$13.7K ﹤0.01%
704
664
$13.7K ﹤0.01%
73
+63
665
$13.6K ﹤0.01%
84
666
$13.5K ﹤0.01%
418
+49
667
$13.5K ﹤0.01%
1,505
-12,877
668
$13.4K ﹤0.01%
52
+42
669
$13.4K ﹤0.01%
478
670
$13.4K ﹤0.01%
398
-39
671
$13.3K ﹤0.01%
154
672
$13.2K ﹤0.01%
768
673
$13.2K ﹤0.01%
185
+85
674
$13.1K ﹤0.01%
200
675
$13.1K ﹤0.01%
24
+7
25 26
27
28 29