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
126
$380K 0.05%
1,750
+25
127
$378K 0.05%
9,239
128
$376K 0.05%
4,709
129
$367K 0.05%
315
+20
130
$367K 0.05%
14,552
131
$358K 0.05%
3,430
+70
132
$345K 0.05%
934
-79
133
$328K 0.05%
3,524
-50
134
$319K 0.05%
4,645
-28
135
$316K 0.04%
6,224
-161
136
$313K 0.04%
2,772
+829
137
$311K 0.04%
642
+95
138
$306K 0.04%
1,017
+186
139
$301K 0.04%
3,180
+289
140
$300K 0.04%
2,500
+280
141
$299K 0.04%
2,416
-61
142
$291K 0.04%
1,347
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143
$290K 0.04%
9,268
144
$289K 0.04%
2,521
-85
145
$288K 0.04%
10,952
-11,530
146
$285K 0.04%
11,952
+232
147
$284K 0.04%
7,350
148
$284K 0.04%
10,166
-3,351
149
$283K 0.04%
4,825
+46
150
$280K 0.04%
5,534
4 5
6
7 8