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
51
$1.92M 0.27%
7,883
+1,504
52
$1.81M 0.26%
1,952
-1
53
$1.66M 0.24%
14,967
-336
54
$1.6M 0.23%
6,786
+68
55
$1.55M 0.22%
24,275
-2,665
56
$1.53M 0.22%
10,866
-207
57
$1.51M 0.22%
4,920
+1,052
58
$1.47M 0.21%
14,309
+1,104
59
$1.42M 0.2%
1,928
+384
60
$1.36M 0.19%
32,112
-1,045
61
$1.28M 0.18%
14,054
-22,164
62
$1.27M 0.18%
13,379
+186
63
$1.27M 0.18%
8,493
-477
64
$1.22M 0.17%
3,695
+776
65
$1.16M 0.17%
4,778
+369
66
$1.12M 0.16%
6,105
+360
67
$1.1M 0.16%
8,778
+426
68
$1.08M 0.15%
10,136
+556
69
$1.07M 0.15%
13,906
-940
70
$1.05M 0.15%
1,790
+10
71
$1.02M 0.15%
7,283
+254
72
$974K 0.14%
9,124
+12
73
$918K 0.13%
21,132
+1,248
74
$824K 0.12%
1,449
+91
75
$804K 0.11%
15,556
-412
1 2
3
4 5