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
1226
$2K ﹤0.01%
+47
1227
$2K ﹤0.01%
321
+110
1228
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30
+12
1229
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+24
1230
$1.99K ﹤0.01%
10
1231
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175
1232
$1.97K ﹤0.01%
20
+5
1233
$1.97K ﹤0.01%
289
1234
$1.97K ﹤0.01%
25
1235
$1.96K ﹤0.01%
138
1236
$1.96K ﹤0.01%
11
1237
$1.96K ﹤0.01%
10
+4
1238
$1.95K ﹤0.01%
33
1239
$1.95K ﹤0.01%
439
-101
1240
$1.95K ﹤0.01%
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1241
$1.94K ﹤0.01%
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1242
$1.94K ﹤0.01%
219
1243
$1.94K ﹤0.01%
134
1244
$1.93K ﹤0.01%
312
1245
$1.93K ﹤0.01%
136
+35
1246
$1.92K ﹤0.01%
20
-3
1247
$1.92K ﹤0.01%
28
+10
1248
$1.91K ﹤0.01%
76
1249
$1.91K ﹤0.01%
77
+20
1250
$1.91K ﹤0.01%
109
48 49
50
51 52