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
976
$4.2K ﹤0.01%
100
977
$4.17K ﹤0.01%
85
-8
978
$4.17K ﹤0.01%
25
+10
979
$4.14K ﹤0.01%
537
+408
980
$4.1K ﹤0.01%
50
981
$4.08K ﹤0.01%
61
982
$4.08K ﹤0.01%
1,743
983
$4.06K ﹤0.01%
237
984
$4.03K ﹤0.01%
80
985
$4.02K ﹤0.01%
+40
986
$4.01K ﹤0.01%
141
-1,154
987
$4.01K ﹤0.01%
49
+13
988
$4K ﹤0.01%
250
989
$3.98K ﹤0.01%
661
+440
990
$3.95K ﹤0.01%
36
991
$3.94K ﹤0.01%
91
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992
$3.9K ﹤0.01%
59
+40
993
$3.88K ﹤0.01%
190
994
$3.83K ﹤0.01%
222
+57
995
$3.83K ﹤0.01%
391
+155
996
$3.82K ﹤0.01%
130
997
$3.82K ﹤0.01%
288
+107
998
$3.8K ﹤0.01%
40
+8
999
$3.79K ﹤0.01%
1,162
+672
1000
$3.79K ﹤0.01%
79
+64
38 39
40
41 42