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
1276
$1.8K ﹤0.01%
52
+25
1277
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51
1278
$1.8K ﹤0.01%
120
1279
$1.79K ﹤0.01%
+4
1280
$1.79K ﹤0.01%
145
1281
$1.79K ﹤0.01%
31
1282
$1.78K ﹤0.01%
9
+2
1283
$1.78K ﹤0.01%
47
1284
$1.77K ﹤0.01%
27
1285
$1.76K ﹤0.01%
62
1286
$1.76K ﹤0.01%
72
-7
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$1.75K ﹤0.01%
16
+8
1288
$1.75K ﹤0.01%
52
-78
1289
$1.74K ﹤0.01%
16
-1
1290
$1.74K ﹤0.01%
70
+52
1291
$1.74K ﹤0.01%
469
1292
$1.73K ﹤0.01%
51
1293
$1.73K ﹤0.01%
+9
1294
$1.73K ﹤0.01%
109
1295
$1.72K ﹤0.01%
13
+5
1296
$1.72K ﹤0.01%
+27
1297
$1.72K ﹤0.01%
51
1298
$1.72K ﹤0.01%
59
1299
$1.71K ﹤0.01%
20
+6
1300
$1.71K ﹤0.01%
36
-8
50 51
52
53 54