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
701
$12.3K ﹤0.01%
71
-3
702
$12.2K ﹤0.01%
109
+4
703
$12.2K ﹤0.01%
47
+38
704
$12.1K ﹤0.01%
32
+16
705
$12K ﹤0.01%
172
-42
706
$12K ﹤0.01%
63
+23
707
$12K ﹤0.01%
246
+233
708
$12K ﹤0.01%
45
709
$11.9K ﹤0.01%
158
+63
710
$11.9K ﹤0.01%
143
+119
711
$11.9K ﹤0.01%
148
712
$11.9K ﹤0.01%
9
+8
713
$11.9K ﹤0.01%
60
-3
714
$11.8K ﹤0.01%
63
+56
715
$11.8K ﹤0.01%
131
-12
716
$11.8K ﹤0.01%
474
+182
717
$11.8K ﹤0.01%
+142
718
$11.8K ﹤0.01%
166
719
$11.7K ﹤0.01%
93
+88
720
$11.7K ﹤0.01%
+87
721
$11.7K ﹤0.01%
316
722
$11.6K ﹤0.01%
123
-231
723
$11.4K ﹤0.01%
205
+18
724
$11.4K ﹤0.01%
300
725
$11.4K ﹤0.01%
27
+24
27 28
29
30 31