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
751
$9.59K ﹤0.01%
135
+21
752
$9.45K ﹤0.01%
984
753
$9.45K ﹤0.01%
212
-491
754
$9.4K ﹤0.01%
81
+75
755
$9.33K ﹤0.01%
46
756
$9.31K ﹤0.01%
76
757
$9.31K ﹤0.01%
+190
758
$9.26K ﹤0.01%
952
759
$9.23K ﹤0.01%
101
+23
760
$9.21K ﹤0.01%
32
+4
761
$9.19K ﹤0.01%
395
762
$9.19K ﹤0.01%
43
-108
763
$9.18K ﹤0.01%
253
764
$9.16K ﹤0.01%
583
-6
765
$9.14K ﹤0.01%
172
+121
766
$9.14K ﹤0.01%
120
767
$8.98K ﹤0.01%
6
+3
768
$8.97K ﹤0.01%
569
769
$8.97K ﹤0.01%
490
+350
770
$8.93K ﹤0.01%
181
+164
771
$8.92K ﹤0.01%
64
+46
772
$8.92K ﹤0.01%
51
+40
773
$8.91K ﹤0.01%
100
774
$8.9K ﹤0.01%
156
775
$8.86K ﹤0.01%
55
29 30
31
32 33