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
1451
$1.23K ﹤0.01%
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1452
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108
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+16
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10
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+29
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14
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+10
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60
+24
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+20
1464
$1.21K ﹤0.01%
+172
1465
$1.2K ﹤0.01%
25
1466
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375
1467
$1.2K ﹤0.01%
31
1468
$1.2K ﹤0.01%
149
1469
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131
+93
1470
$1.2K ﹤0.01%
+25
1471
$1.19K ﹤0.01%
+52
1472
$1.19K ﹤0.01%
4
+2
1473
$1.19K ﹤0.01%
100
1474
$1.19K ﹤0.01%
17
1475
$1.19K ﹤0.01%
39
-21
57 58
59
60 61