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
1201
$2.1K ﹤0.01%
+12
1202
$2.1K ﹤0.01%
+48
1203
$2.1K ﹤0.01%
36
1204
$2.09K ﹤0.01%
943
1205
$2.09K ﹤0.01%
135
1206
$2.09K ﹤0.01%
8
+5
1207
$2.09K ﹤0.01%
13
1208
$2.08K ﹤0.01%
60
-23
1209
$2.08K ﹤0.01%
209
+49
1210
$2.07K ﹤0.01%
245
1211
$2.07K ﹤0.01%
23
+8
1212
$2.05K ﹤0.01%
40
1213
$2.05K ﹤0.01%
+12
1214
$2.04K ﹤0.01%
74
-17
1215
$2.04K ﹤0.01%
60
+39
1216
$2.03K ﹤0.01%
19
-88
1217
$2.02K ﹤0.01%
61
1218
$2.02K ﹤0.01%
265
1219
$2.02K ﹤0.01%
268
1220
$2.02K ﹤0.01%
+29
1221
$2.01K ﹤0.01%
+54
1222
$2.01K ﹤0.01%
22
+11
1223
$2.01K ﹤0.01%
12
+3
1224
$2K ﹤0.01%
917
-341
1225
$2K ﹤0.01%
+50
47 48
49
50 51