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
1576
$1.01K ﹤0.01%
126
1577
$1.01K ﹤0.01%
+12
1578
$1K ﹤0.01%
+53
1579
$1K ﹤0.01%
40
1580
$1K ﹤0.01%
263
1581
$998 ﹤0.01%
+30
1582
$990 ﹤0.01%
31
-14
1583
$989 ﹤0.01%
+13
1584
$987 ﹤0.01%
+45
1585
$985 ﹤0.01%
236
1586
$984 ﹤0.01%
+217
1587
$980 ﹤0.01%
14
-6
1588
$978 ﹤0.01%
+11
1589
$978 ﹤0.01%
9
-9
1590
$975 ﹤0.01%
+617
1591
$974 ﹤0.01%
+362
1592
$974 ﹤0.01%
+17
1593
$973 ﹤0.01%
242
1594
$972 ﹤0.01%
+65
1595
$970 ﹤0.01%
+3
1596
$970 ﹤0.01%
31
1597
$970 ﹤0.01%
9
1598
$969 ﹤0.01%
+12
1599
$968 ﹤0.01%
23
-9
1600
$968 ﹤0.01%
33
+20
62 63
64
65 66