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
1401
$1.37K ﹤0.01%
9
+3
1402
$1.36K ﹤0.01%
125
1403
$1.36K ﹤0.01%
+139
1404
$1.36K ﹤0.01%
9
-4
1405
$1.35K ﹤0.01%
8
1406
$1.35K ﹤0.01%
54
+33
1407
$1.35K ﹤0.01%
9
1408
$1.35K ﹤0.01%
274
1409
$1.33K ﹤0.01%
68
1410
$1.33K ﹤0.01%
16
1411
$1.33K ﹤0.01%
+74
1412
$1.33K ﹤0.01%
44
1413
$1.32K ﹤0.01%
10
+4
1414
$1.32K ﹤0.01%
7
+3
1415
$1.32K ﹤0.01%
+89
1416
$1.32K ﹤0.01%
+23
1417
$1.32K ﹤0.01%
+23
1418
$1.31K ﹤0.01%
13
+5
1419
$1.31K ﹤0.01%
57
1420
$1.31K ﹤0.01%
20
1421
$1.3K ﹤0.01%
+177
1422
$1.3K ﹤0.01%
30
1423
$1.3K ﹤0.01%
+8
1424
$1.3K ﹤0.01%
25
+14
1425
$1.3K ﹤0.01%
62
55 56
57
58 59