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
1251
$1.91K ﹤0.01%
+112
1252
$1.91K ﹤0.01%
1,412
1253
$1.91K ﹤0.01%
90
+45
1254
$1.9K ﹤0.01%
+22
1255
$1.9K ﹤0.01%
211
1256
$1.89K ﹤0.01%
7
1257
$1.88K ﹤0.01%
39
1258
$1.88K ﹤0.01%
78
1259
$1.88K ﹤0.01%
14
+6
1260
$1.87K ﹤0.01%
62
+33
1261
$1.87K ﹤0.01%
22
+6
1262
$1.86K ﹤0.01%
13
+9
1263
$1.85K ﹤0.01%
38
1264
$1.85K ﹤0.01%
94
1265
$1.84K ﹤0.01%
10
1266
$1.83K ﹤0.01%
105
-140
1267
$1.83K ﹤0.01%
114
+35
1268
$1.83K ﹤0.01%
348
1269
$1.82K ﹤0.01%
344
1270
$1.82K ﹤0.01%
13
+6
1271
$1.82K ﹤0.01%
302
1272
$1.81K ﹤0.01%
135
1273
$1.81K ﹤0.01%
+40
1274
$1.81K ﹤0.01%
+25
1275
$1.81K ﹤0.01%
131
49 50
51
52 53