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
826
$7.37K ﹤0.01%
6
+5
827
$7.34K ﹤0.01%
38
+25
828
$7.32K ﹤0.01%
205
+133
829
$7.29K ﹤0.01%
56
830
$7.28K ﹤0.01%
30
831
$7.27K ﹤0.01%
71
+6
832
$7.24K ﹤0.01%
252
833
$7.18K ﹤0.01%
233
+16
834
$7.15K ﹤0.01%
122
-10
835
$7.14K ﹤0.01%
50
836
$7.14K ﹤0.01%
102
+91
837
$7.11K ﹤0.01%
28
+10
838
$7.11K ﹤0.01%
162
-30
839
$7.1K ﹤0.01%
158
+54
840
$7.08K ﹤0.01%
21
+3
841
$7.08K ﹤0.01%
435
+154
842
$7.02K ﹤0.01%
15
+13
843
$7K ﹤0.01%
317
-152
844
$7K ﹤0.01%
154
845
$6.99K ﹤0.01%
233
846
$6.99K ﹤0.01%
200
+45
847
$6.96K ﹤0.01%
113
+55
848
$6.93K ﹤0.01%
597
849
$6.91K ﹤0.01%
151
-951
850
$6.88K ﹤0.01%
195
+63
32 33
34
35 36