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
1026
$3.52K ﹤0.01%
9
+1
1027
$3.51K ﹤0.01%
16
+5
1028
$3.5K ﹤0.01%
244
+35
1029
$3.5K ﹤0.01%
39
+20
1030
$3.48K ﹤0.01%
17
-12
1031
$3.47K ﹤0.01%
58
-8
1032
$3.46K ﹤0.01%
448
-204
1033
$3.46K ﹤0.01%
975
1034
$3.45K ﹤0.01%
56
+38
1035
$3.42K ﹤0.01%
25
1036
$3.41K ﹤0.01%
37
+20
1037
$3.39K ﹤0.01%
83
+21
1038
$3.39K ﹤0.01%
56
+38
1039
$3.39K ﹤0.01%
746
1040
$3.35K ﹤0.01%
160
1041
$3.33K ﹤0.01%
619
1042
$3.31K ﹤0.01%
259
-100
1043
$3.28K ﹤0.01%
499
1044
$3.25K ﹤0.01%
131
+53
1045
$3.24K ﹤0.01%
22
+3
1046
$3.24K ﹤0.01%
20
+7
1047
$3.24K ﹤0.01%
66
1048
$3.22K ﹤0.01%
39
+9
1049
$3.21K ﹤0.01%
44
+30
1050
$3.18K ﹤0.01%
300
+62
40 41
42
43 44