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
1101
$2.65K ﹤0.01%
72
+46
1102
$2.64K ﹤0.01%
52
1103
$2.64K ﹤0.01%
113
1104
$2.63K ﹤0.01%
95
+54
1105
$2.62K ﹤0.01%
31
+11
1106
$2.62K ﹤0.01%
50
1107
$2.61K ﹤0.01%
117
1108
$2.6K ﹤0.01%
283
1109
$2.6K ﹤0.01%
133
1110
$2.6K ﹤0.01%
85
1111
$2.6K ﹤0.01%
+64
1112
$2.6K ﹤0.01%
1,414
1113
$2.6K ﹤0.01%
1,192
1114
$2.6K ﹤0.01%
16
+7
1115
$2.59K ﹤0.01%
10
1116
$2.59K ﹤0.01%
833
1117
$2.58K ﹤0.01%
177
1118
$2.57K ﹤0.01%
19
+2
1119
$2.57K ﹤0.01%
95
1120
$2.56K ﹤0.01%
16
+3
1121
$2.55K ﹤0.01%
5
1122
$2.53K ﹤0.01%
50
1123
$2.52K ﹤0.01%
89
+35
1124
$2.52K ﹤0.01%
406
+79
1125
$2.52K ﹤0.01%
62
43 44
45
46 47