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
1551
$1.04K ﹤0.01%
94
1552
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31
1553
$1.03K ﹤0.01%
46
1554
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85
+3
1555
$1.03K ﹤0.01%
44
-16
1556
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16
1557
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+2
1558
$1.03K ﹤0.01%
53
1559
$1.03K ﹤0.01%
+26
1560
$1.03K ﹤0.01%
+14
1561
$1.02K ﹤0.01%
+95
1562
$1.02K ﹤0.01%
+65
1563
$1.02K ﹤0.01%
9
1564
$1.02K ﹤0.01%
6
1565
$1.02K ﹤0.01%
+117
1566
$1.02K ﹤0.01%
75
1567
$1.02K ﹤0.01%
212
1568
$1.02K ﹤0.01%
47
1569
$1.02K ﹤0.01%
12
1570
$1.02K ﹤0.01%
5
1571
$1.01K ﹤0.01%
+102
1572
$1.01K ﹤0.01%
+100
1573
$1.01K ﹤0.01%
+17
1574
$1.01K ﹤0.01%
87
1575
$1.01K ﹤0.01%
769
61 62
63
64 65