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
101
$530K 0.08%
2,083
-26
102
$529K 0.08%
1,550
-2
103
$529K 0.08%
2,583
+57
104
$506K 0.07%
2,345
-16
105
$505K 0.07%
1,522
+117
106
$490K 0.07%
6,000
107
$487K 0.07%
56,157
108
$485K 0.07%
3,124
+363
109
$481K 0.07%
1,354
-4
110
$481K 0.07%
47,319
+47,100
111
$478K 0.07%
1,698
-128
112
$471K 0.07%
5,618
-1,685
113
$465K 0.07%
18,103
+1
114
$451K 0.06%
4,835
-2,443
115
$442K 0.06%
3,731
-77
116
$442K 0.06%
7,352
+548
117
$438K 0.06%
2,616
+269
118
$431K 0.06%
2,593
+216
119
$422K 0.06%
7,035
+83
120
$412K 0.06%
7,995
+581
121
$394K 0.06%
826
+93
122
$391K 0.06%
875
+71
123
$385K 0.05%
4,590
+3
124
$384K 0.05%
16,715
125
$381K 0.05%
1,942
+45
3 4
5
6 7