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
1051
$3.17K ﹤0.01%
48
1052
$3.16K ﹤0.01%
33
-5
1053
$3.14K ﹤0.01%
167
+47
1054
$3.14K ﹤0.01%
113
-220
1055
$3.13K ﹤0.01%
87
+26
1056
$3.13K ﹤0.01%
250
1057
$3.13K ﹤0.01%
74
+17
1058
$3.12K ﹤0.01%
138
+49
1059
$3.08K ﹤0.01%
86
-15
1060
$3.07K ﹤0.01%
43
1061
$3.05K ﹤0.01%
115
1062
$3.05K ﹤0.01%
123
+23
1063
$3.04K ﹤0.01%
748
1064
$3.04K ﹤0.01%
260
1065
$3.01K ﹤0.01%
+123
1066
$3.01K ﹤0.01%
236
1067
$3.01K ﹤0.01%
314
-1,422
1068
$3K ﹤0.01%
154
-60
1069
$3K ﹤0.01%
171
1070
$2.98K ﹤0.01%
23
+4
1071
$2.97K ﹤0.01%
12
+4
1072
$2.96K ﹤0.01%
12
1073
$2.94K ﹤0.01%
15
1074
$2.93K ﹤0.01%
44
1075
$2.91K ﹤0.01%
932
41 42
43
44 45