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
851
$6.83K ﹤0.01%
2,529
852
$6.75K ﹤0.01%
115
853
$6.75K ﹤0.01%
+49
854
$6.72K ﹤0.01%
161
-2
855
$6.7K ﹤0.01%
67
-92
856
$6.69K ﹤0.01%
144
857
$6.63K ﹤0.01%
+31
858
$6.62K ﹤0.01%
859
+337
859
$6.59K ﹤0.01%
42
+25
860
$6.58K ﹤0.01%
51
+36
861
$6.58K ﹤0.01%
71
862
$6.55K ﹤0.01%
265
863
$6.53K ﹤0.01%
220
864
$6.46K ﹤0.01%
100
865
$6.46K ﹤0.01%
15
+11
866
$6.42K ﹤0.01%
185
+15
867
$6.42K ﹤0.01%
13
-33
868
$6.4K ﹤0.01%
589
+78
869
$6.37K ﹤0.01%
1,254
870
$6.37K ﹤0.01%
161
+67
871
$6.31K ﹤0.01%
59
-23
872
$6.26K ﹤0.01%
147
+133
873
$6.19K ﹤0.01%
47
+11
874
$6.18K ﹤0.01%
119
+58
875
$6.14K ﹤0.01%
200
33 34
35
36 37