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
951
$4.53K ﹤0.01%
+32
952
$4.49K ﹤0.01%
49
+37
953
$4.43K ﹤0.01%
151
954
$4.43K ﹤0.01%
182
955
$4.38K ﹤0.01%
85
-1,108
956
$4.36K ﹤0.01%
+20
957
$4.35K ﹤0.01%
260
958
$4.35K ﹤0.01%
9
+5
959
$4.35K ﹤0.01%
26
960
$4.33K ﹤0.01%
300
961
$4.33K ﹤0.01%
153
962
$4.32K ﹤0.01%
+173
963
$4.32K ﹤0.01%
105
+37
964
$4.31K ﹤0.01%
236
965
$4.31K ﹤0.01%
435
+160
966
$4.3K ﹤0.01%
348
+196
967
$4.28K ﹤0.01%
132
968
$4.25K ﹤0.01%
635
969
$4.25K ﹤0.01%
10
+1
970
$4.25K ﹤0.01%
44
-6
971
$4.23K ﹤0.01%
171
+38
972
$4.22K ﹤0.01%
225
+40
973
$4.21K ﹤0.01%
76
974
$4.2K ﹤0.01%
379
+186
975
$4.2K ﹤0.01%
36
37 38
39
40 41