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
876
$6.09K ﹤0.01%
102
-12
877
$6.08K ﹤0.01%
187
+89
878
$6.02K ﹤0.01%
170
879
$6.01K ﹤0.01%
189
+34
880
$5.98K ﹤0.01%
103
881
$5.88K ﹤0.01%
120
-24
882
$5.86K ﹤0.01%
31
+26
883
$5.85K ﹤0.01%
126
-16
884
$5.81K ﹤0.01%
109
885
$5.75K ﹤0.01%
74
+24
886
$5.74K ﹤0.01%
8
+1
887
$5.72K ﹤0.01%
32
+8
888
$5.72K ﹤0.01%
30
+19
889
$5.71K ﹤0.01%
32
+2
890
$5.7K ﹤0.01%
+305
891
$5.69K ﹤0.01%
28
892
$5.63K ﹤0.01%
28
+11
893
$5.63K ﹤0.01%
40
+36
894
$5.61K ﹤0.01%
114
+26
895
$5.57K ﹤0.01%
+150
896
$5.54K ﹤0.01%
40
+4
897
$5.52K ﹤0.01%
70
898
$5.51K ﹤0.01%
1,022
899
$5.48K ﹤0.01%
213
+184
900
$5.46K ﹤0.01%
270
34 35
36
37 38