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
1501
$1.14K ﹤0.01%
55
1502
$1.14K ﹤0.01%
72
1503
$1.14K ﹤0.01%
82
1504
$1.14K ﹤0.01%
115
1505
$1.13K ﹤0.01%
130
1506
$1.13K ﹤0.01%
+15
1507
$1.13K ﹤0.01%
23
+14
1508
$1.12K ﹤0.01%
31
1509
$1.12K ﹤0.01%
+40
1510
$1.11K ﹤0.01%
159
+29
1511
$1.11K ﹤0.01%
44
1512
$1.11K ﹤0.01%
46
1513
$1.11K ﹤0.01%
+5
1514
$1.11K ﹤0.01%
175
1515
$1.11K ﹤0.01%
48
+20
1516
$1.11K ﹤0.01%
219
1517
$1.11K ﹤0.01%
194
1518
$1.1K ﹤0.01%
76
-64
1519
$1.1K ﹤0.01%
+13
1520
$1.09K ﹤0.01%
+72
1521
$1.09K ﹤0.01%
27
1522
$1.09K ﹤0.01%
40
1523
$1.09K ﹤0.01%
41
1524
$1.09K ﹤0.01%
113
1525
$1.09K ﹤0.01%
73
+40
59 60
61
62 63