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
776
$8.77K ﹤0.01%
74
+52
777
$8.75K ﹤0.01%
+191
778
$8.72K ﹤0.01%
146
+114
779
$8.72K ﹤0.01%
104
780
$8.71K ﹤0.01%
84
+5
781
$8.67K ﹤0.01%
181
+6
782
$8.65K ﹤0.01%
102
+39
783
$8.65K ﹤0.01%
129
+108
784
$8.65K ﹤0.01%
351
785
$8.64K ﹤0.01%
232
786
$8.59K ﹤0.01%
182
-33
787
$8.58K ﹤0.01%
107
-3,513
788
$8.57K ﹤0.01%
106
-194
789
$8.56K ﹤0.01%
139
790
$8.46K ﹤0.01%
+49
791
$8.44K ﹤0.01%
213
-142
792
$8.39K ﹤0.01%
501
-7
793
$8.37K ﹤0.01%
63
-7
794
$8.36K ﹤0.01%
170
795
$8.33K ﹤0.01%
1,063
+63
796
$8.33K ﹤0.01%
28
797
$8.31K ﹤0.01%
148
+9
798
$8.29K ﹤0.01%
91
799
$8.25K ﹤0.01%
233
800
$8.25K ﹤0.01%
547
+424
30 31
32
33 34