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
1601
$968 ﹤0.01%
+236
1602
$968 ﹤0.01%
32
-52
1603
$966 ﹤0.01%
30
1604
$965 ﹤0.01%
68
1605
$964 ﹤0.01%
11
-11
1606
$962 ﹤0.01%
+9
1607
$962 ﹤0.01%
+17
1608
$960 ﹤0.01%
17
1609
$959 ﹤0.01%
130
1610
$955 ﹤0.01%
35
1611
$955 ﹤0.01%
172
1612
$953 ﹤0.01%
34
1613
$952 ﹤0.01%
+120
1614
$951 ﹤0.01%
95
1615
$949 ﹤0.01%
+67
1616
$949 ﹤0.01%
10
1617
$947 ﹤0.01%
44
1618
$944 ﹤0.01%
106
-75
1619
$943 ﹤0.01%
10
1620
$941 ﹤0.01%
38
+16
1621
$941 ﹤0.01%
+3
1622
$935 ﹤0.01%
8
1623
$935 ﹤0.01%
57
+29
1624
$935 ﹤0.01%
+73
1625
$931 ﹤0.01%
346
+100
63 64
65
66 67