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
926
$5.05K ﹤0.01%
63
927
$5.05K ﹤0.01%
100
928
$5.02K ﹤0.01%
+24
929
$5K ﹤0.01%
122
930
$4.94K ﹤0.01%
100
931
$4.9K ﹤0.01%
110
+77
932
$4.88K ﹤0.01%
1,000
933
$4.86K ﹤0.01%
432
+324
934
$4.81K ﹤0.01%
33
+9
935
$4.79K ﹤0.01%
+16
936
$4.78K ﹤0.01%
92
937
$4.72K ﹤0.01%
26
+15
938
$4.72K ﹤0.01%
39
-8
939
$4.69K ﹤0.01%
30
+3
940
$4.67K ﹤0.01%
76
+14
941
$4.67K ﹤0.01%
15
942
$4.67K ﹤0.01%
52
+41
943
$4.66K ﹤0.01%
32
+5
944
$4.65K ﹤0.01%
47
+7
945
$4.63K ﹤0.01%
+21
946
$4.62K ﹤0.01%
105
947
$4.6K ﹤0.01%
20
+10
948
$4.59K ﹤0.01%
154
+47
949
$4.55K ﹤0.01%
33
950
$4.54K ﹤0.01%
90
36 37
38
39 40