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
1301
$1.71K ﹤0.01%
136
1302
$1.7K ﹤0.01%
+31
1303
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17
-72
1304
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+67
1305
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50
1306
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150
1307
$1.68K ﹤0.01%
52
1308
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6
+3
1309
$1.67K ﹤0.01%
+32
1310
$1.67K ﹤0.01%
10
-11
1311
$1.66K ﹤0.01%
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1312
$1.65K ﹤0.01%
68
1313
$1.65K ﹤0.01%
40
-6
1314
$1.65K ﹤0.01%
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1315
$1.65K ﹤0.01%
11
+4
1316
$1.64K ﹤0.01%
52
1317
$1.63K ﹤0.01%
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1318
$1.62K ﹤0.01%
+16
1319
$1.62K ﹤0.01%
16
1320
$1.61K ﹤0.01%
36
+18
1321
$1.61K ﹤0.01%
188
1322
$1.59K ﹤0.01%
9
+1
1323
$1.59K ﹤0.01%
+17
1324
$1.58K ﹤0.01%
418
1325
$1.58K ﹤0.01%
+25
51 52
53
54 55