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
1076
$2.9K ﹤0.01%
66
+11
1077
$2.9K ﹤0.01%
46
+9
1078
$2.88K ﹤0.01%
96
+72
1079
$2.87K ﹤0.01%
+178
1080
$2.86K ﹤0.01%
105
+26
1081
$2.86K ﹤0.01%
22
+13
1082
$2.85K ﹤0.01%
36
1083
$2.85K ﹤0.01%
437
1084
$2.84K ﹤0.01%
90
1085
$2.83K ﹤0.01%
52
+44
1086
$2.83K ﹤0.01%
80
1087
$2.82K ﹤0.01%
372
-3
1088
$2.82K ﹤0.01%
26
+5
1089
$2.81K ﹤0.01%
315
1090
$2.81K ﹤0.01%
100
+44
1091
$2.77K ﹤0.01%
98
1092
$2.75K ﹤0.01%
142
+42
1093
$2.75K ﹤0.01%
13
+9
1094
$2.74K ﹤0.01%
13
+2
1095
$2.73K ﹤0.01%
142
1096
$2.71K ﹤0.01%
+20
1097
$2.71K ﹤0.01%
48
+12
1098
$2.71K ﹤0.01%
106
+91
1099
$2.68K ﹤0.01%
+22
1100
$2.66K ﹤0.01%
109
+35
42 43
44
45 46