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
726
$11.2K ﹤0.01%
212
-33,402
727
$11.2K ﹤0.01%
98
+81
728
$11.2K ﹤0.01%
76
+63
729
$11.2K ﹤0.01%
147
+58
730
$11.2K ﹤0.01%
16
731
$11.1K ﹤0.01%
131
+117
732
$11K ﹤0.01%
1,524
733
$10.9K ﹤0.01%
205
734
$10.8K ﹤0.01%
773
+64
735
$10.8K ﹤0.01%
+41
736
$10.7K ﹤0.01%
17
+15
737
$10.7K ﹤0.01%
186
738
$10.6K ﹤0.01%
189
739
$10.5K ﹤0.01%
25
+4
740
$10.4K ﹤0.01%
495
741
$10.3K ﹤0.01%
+21
742
$10.3K ﹤0.01%
42
-5
743
$10.3K ﹤0.01%
74
-1
744
$10.3K ﹤0.01%
539
+3
745
$9.81K ﹤0.01%
599
746
$9.66K ﹤0.01%
182
747
$9.64K ﹤0.01%
+61
748
$9.64K ﹤0.01%
97
+21
749
$9.63K ﹤0.01%
35
+18
750
$9.62K ﹤0.01%
31
+25
28 29
30
31 32