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
76
$790K 0.11%
7,883
-746
77
$784K 0.11%
13,852
+3
78
$782K 0.11%
2,712
+41
79
$754K 0.11%
4,134
+2,057
80
$753K 0.11%
3,607
-304
81
$727K 0.1%
1,091
+144
82
$724K 0.1%
2,296
+411
83
$703K 0.1%
14,642
+6,198
84
$691K 0.1%
3,726
+684
85
$680K 0.1%
4,200
+1,075
86
$676K 0.1%
885
-139
87
$674K 0.1%
9,184
-128
88
$673K 0.1%
4,378
-34
89
$671K 0.1%
4,760
+4
90
$629K 0.09%
2,069
+146
91
$622K 0.09%
19,544
-1,765
92
$606K 0.09%
11,939
-280
93
$599K 0.09%
5,800
+269
94
$596K 0.08%
+28,530
95
$596K 0.08%
2,134
+110
96
$589K 0.08%
8,225
-475
97
$559K 0.08%
3,877
-156
98
$548K 0.08%
1,352
+235
99
$531K 0.08%
17,939
100
$530K 0.08%
9,251
2 3
4
5 6