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
1526
$1.09K ﹤0.01%
44
1527
$1.08K ﹤0.01%
28
1528
$1.08K ﹤0.01%
+196
1529
$1.08K ﹤0.01%
47
1530
$1.08K ﹤0.01%
+19
1531
$1.08K ﹤0.01%
442
1532
$1.07K ﹤0.01%
32
1533
$1.07K ﹤0.01%
10
1534
$1.07K ﹤0.01%
119
1535
$1.06K ﹤0.01%
35
-22
1536
$1.06K ﹤0.01%
59
1537
$1.06K ﹤0.01%
855
-422
1538
$1.06K ﹤0.01%
93
1539
$1.06K ﹤0.01%
+2
1540
$1.06K ﹤0.01%
24
1541
$1.05K ﹤0.01%
238
-106
1542
$1.05K ﹤0.01%
+412
1543
$1.05K ﹤0.01%
+112
1544
$1.05K ﹤0.01%
6
-9
1545
$1.05K ﹤0.01%
58
+27
1546
$1.05K ﹤0.01%
13
1547
$1.05K ﹤0.01%
+318
1548
$1.04K ﹤0.01%
49
1549
$1.04K ﹤0.01%
12
1550
$1.04K ﹤0.01%
63
60 61
62
63 64