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
1326
$1.57K ﹤0.01%
42
+13
1327
$1.57K ﹤0.01%
3
-3
1328
$1.56K ﹤0.01%
+59
1329
$1.55K ﹤0.01%
67
+46
1330
$1.53K ﹤0.01%
+63
1331
$1.53K ﹤0.01%
81
+54
1332
$1.53K ﹤0.01%
38
-18
1333
$1.52K ﹤0.01%
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1334
$1.52K ﹤0.01%
+28
1335
$1.52K ﹤0.01%
80
-15
1336
$1.52K ﹤0.01%
24
1337
$1.52K ﹤0.01%
25
+15
1338
$1.52K ﹤0.01%
483
1339
$1.5K ﹤0.01%
54
1340
$1.5K ﹤0.01%
41
+12
1341
$1.5K ﹤0.01%
6
1342
$1.49K ﹤0.01%
+5
1343
$1.49K ﹤0.01%
219
+98
1344
$1.49K ﹤0.01%
67
1345
$1.49K ﹤0.01%
5
-16
1346
$1.49K ﹤0.01%
77
1347
$1.48K ﹤0.01%
11
+6
1348
$1.48K ﹤0.01%
546
1349
$1.48K ﹤0.01%
1,356
1350
$1.48K ﹤0.01%
+35
52 53
54
55 56