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
1176
$2.21K ﹤0.01%
94
-86
1177
$2.21K ﹤0.01%
7
1178
$2.2K ﹤0.01%
63
+41
1179
$2.2K ﹤0.01%
33
1180
$2.2K ﹤0.01%
+13
1181
$2.2K ﹤0.01%
39
1182
$2.2K ﹤0.01%
337
1183
$2.19K ﹤0.01%
21
1184
$2.19K ﹤0.01%
+33
1185
$2.19K ﹤0.01%
1,669
1186
$2.18K ﹤0.01%
+13
1187
$2.18K ﹤0.01%
+92
1188
$2.18K ﹤0.01%
+103
1189
$2.17K ﹤0.01%
317
1190
$2.17K ﹤0.01%
113
+37
1191
$2.16K ﹤0.01%
7
+4
1192
$2.16K ﹤0.01%
+13
1193
$2.15K ﹤0.01%
35
1194
$2.15K ﹤0.01%
+295
1195
$2.13K ﹤0.01%
441
1196
$2.12K ﹤0.01%
252
+143
1197
$2.12K ﹤0.01%
31
+8
1198
$2.11K ﹤0.01%
21
+8
1199
$2.11K ﹤0.01%
109
+31
1200
$2.1K ﹤0.01%
6
+4
46 47
48
49 50