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
801
$8.22K ﹤0.01%
35
-10
802
$8.21K ﹤0.01%
+80
803
$8.2K ﹤0.01%
57
-14
804
$8.19K ﹤0.01%
+62
805
$8.12K ﹤0.01%
42
+8
806
$8.07K ﹤0.01%
1,297
807
$8.04K ﹤0.01%
+1
808
$7.99K ﹤0.01%
338
809
$7.9K ﹤0.01%
615
-303
810
$7.84K ﹤0.01%
64
811
$7.69K ﹤0.01%
114
+48
812
$7.62K ﹤0.01%
+22
813
$7.6K ﹤0.01%
102
814
$7.59K ﹤0.01%
2,885
-54
815
$7.58K ﹤0.01%
290
816
$7.57K ﹤0.01%
621
817
$7.57K ﹤0.01%
300
818
$7.56K ﹤0.01%
133
+123
819
$7.55K ﹤0.01%
68
+65
820
$7.47K ﹤0.01%
346
+177
821
$7.44K ﹤0.01%
29
+18
822
$7.43K ﹤0.01%
9
+2
823
$7.42K ﹤0.01%
53
+11
824
$7.4K ﹤0.01%
56
+4
825
$7.38K ﹤0.01%
10
-2
31 32
33
34 35