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
901
$5.44K ﹤0.01%
113
902
$5.44K ﹤0.01%
79
+67
903
$5.44K ﹤0.01%
87
-9
904
$5.38K ﹤0.01%
101
905
$5.35K ﹤0.01%
72
+10
906
$5.35K ﹤0.01%
341
+243
907
$5.33K ﹤0.01%
264
+31
908
$5.33K ﹤0.01%
+435
909
$5.32K ﹤0.01%
+16
910
$5.3K ﹤0.01%
48
911
$5.28K ﹤0.01%
103
912
$5.25K ﹤0.01%
99
913
$5.24K ﹤0.01%
87
914
$5.23K ﹤0.01%
125
+12
915
$5.22K ﹤0.01%
78
+8
916
$5.19K ﹤0.01%
87
+22
917
$5.17K ﹤0.01%
56
918
$5.13K ﹤0.01%
46
+27
919
$5.11K ﹤0.01%
194
920
$5.11K ﹤0.01%
388
921
$5.09K ﹤0.01%
36
922
$5.08K ﹤0.01%
+500
923
$5.07K ﹤0.01%
79
924
$5.06K ﹤0.01%
165
+70
925
$5.06K ﹤0.01%
65
35 36
37
38 39