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
1001
$3.76K ﹤0.01%
182
1002
$3.75K ﹤0.01%
38
+5
1003
$3.75K ﹤0.01%
11
+3
1004
$3.73K ﹤0.01%
45
-12
1005
$3.73K ﹤0.01%
+96
1006
$3.72K ﹤0.01%
274
1007
$3.72K ﹤0.01%
415
-377
1008
$3.71K ﹤0.01%
+109
1009
$3.71K ﹤0.01%
314
1010
$3.7K ﹤0.01%
+116
1011
$3.7K ﹤0.01%
65
1012
$3.7K ﹤0.01%
97
1013
$3.7K ﹤0.01%
610
+133
1014
$3.67K ﹤0.01%
131
1015
$3.65K ﹤0.01%
700
1016
$3.64K ﹤0.01%
91
1017
$3.64K ﹤0.01%
78
+67
1018
$3.61K ﹤0.01%
77
1019
$3.58K ﹤0.01%
75
1020
$3.58K ﹤0.01%
20
1021
$3.56K ﹤0.01%
230
+64
1022
$3.55K ﹤0.01%
617
1023
$3.53K ﹤0.01%
292
+97
1024
$3.53K ﹤0.01%
236
1025
$3.52K ﹤0.01%
65
-41
39 40
41
42 43