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
1126
$2.5K ﹤0.01%
43
1127
$2.49K ﹤0.01%
758
1128
$2.49K ﹤0.01%
165
1129
$2.48K ﹤0.01%
17
+12
1130
$2.47K ﹤0.01%
39
1131
$2.47K ﹤0.01%
324
+69
1132
$2.46K ﹤0.01%
4
+1
1133
$2.45K ﹤0.01%
279
1134
$2.45K ﹤0.01%
73
1135
$2.45K ﹤0.01%
44
+11
1136
$2.44K ﹤0.01%
39
+31
1137
$2.42K ﹤0.01%
153
1138
$2.42K ﹤0.01%
14
+6
1139
$2.4K ﹤0.01%
+83
1140
$2.4K ﹤0.01%
1,320
1141
$2.4K ﹤0.01%
83
+16
1142
$2.4K ﹤0.01%
8
+2
1143
$2.39K ﹤0.01%
621
1144
$2.39K ﹤0.01%
15
+5
1145
$2.39K ﹤0.01%
+28
1146
$2.38K ﹤0.01%
32
+23
1147
$2.38K ﹤0.01%
1,179
+485
1148
$2.38K ﹤0.01%
118
1149
$2.38K ﹤0.01%
182
-64
1150
$2.38K ﹤0.01%
95
44 45
46
47 48