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
1151
$2.36K ﹤0.01%
+24
1152
$2.35K ﹤0.01%
+2
1153
$2.35K ﹤0.01%
32
+13
1154
$2.32K ﹤0.01%
47
1155
$2.32K ﹤0.01%
141
1156
$2.32K ﹤0.01%
30
1157
$2.32K ﹤0.01%
174
+103
1158
$2.32K ﹤0.01%
134
1159
$2.31K ﹤0.01%
59
+32
1160
$2.3K ﹤0.01%
40
+10
1161
$2.3K ﹤0.01%
1,030
-392
1162
$2.29K ﹤0.01%
+27
1163
$2.28K ﹤0.01%
19
+9
1164
$2.27K ﹤0.01%
22
-2
1165
$2.27K ﹤0.01%
+4
1166
$2.27K ﹤0.01%
31
+21
1167
$2.27K ﹤0.01%
24
-5
1168
$2.26K ﹤0.01%
134
1169
$2.26K ﹤0.01%
20
1170
$2.25K ﹤0.01%
649
1171
$2.24K ﹤0.01%
90
1172
$2.23K ﹤0.01%
73
+16
1173
$2.23K ﹤0.01%
752
1174
$2.23K ﹤0.01%
152
+44
1175
$2.22K ﹤0.01%
363
45 46
47
48 49