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
1376
$1.43K ﹤0.01%
205
1377
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51
-21
1378
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39
1379
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12
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$1.42K ﹤0.01%
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1381
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+35
1382
$1.41K ﹤0.01%
16
+6
1383
$1.41K ﹤0.01%
154
1384
$1.41K ﹤0.01%
252
1385
$1.41K ﹤0.01%
23
+8
1386
$1.41K ﹤0.01%
29
1387
$1.41K ﹤0.01%
319
1388
$1.41K ﹤0.01%
158
1389
$1.41K ﹤0.01%
5
1390
$1.4K ﹤0.01%
47
1391
$1.4K ﹤0.01%
26
1392
$1.39K ﹤0.01%
158
1393
$1.39K ﹤0.01%
21
1394
$1.38K ﹤0.01%
79
+56
1395
$1.38K ﹤0.01%
226
-150
1396
$1.38K ﹤0.01%
667
1397
$1.38K ﹤0.01%
24
1398
$1.38K ﹤0.01%
1,094
1399
$1.38K ﹤0.01%
37
1400
$1.38K ﹤0.01%
13
54 55
56
57 58