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
676
$13.1K ﹤0.01%
49
+25
677
$13.1K ﹤0.01%
267
+225
678
$13K ﹤0.01%
50
-13
679
$13K ﹤0.01%
150
680
$13K ﹤0.01%
197
+144
681
$13K ﹤0.01%
57
+3
682
$12.9K ﹤0.01%
45
+27
683
$12.9K ﹤0.01%
155
+152
684
$12.9K ﹤0.01%
153
+74
685
$12.8K ﹤0.01%
101
686
$12.7K ﹤0.01%
307
687
$12.7K ﹤0.01%
27
688
$12.7K ﹤0.01%
85
+30
689
$12.6K ﹤0.01%
26
-4
690
$12.6K ﹤0.01%
66
+56
691
$12.6K ﹤0.01%
308
+21
692
$12.6K ﹤0.01%
780
+30
693
$12.6K ﹤0.01%
56
+35
694
$12.5K ﹤0.01%
107
+19
695
$12.5K ﹤0.01%
173
+104
696
$12.5K ﹤0.01%
513
+35
697
$12.4K ﹤0.01%
238
698
$12.4K ﹤0.01%
137
+108
699
$12.4K ﹤0.01%
275
+19
700
$12.4K ﹤0.01%
+13
26 27
28
29 30