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
1626
$929 ﹤0.01%
+4
1627
$928 ﹤0.01%
+24
1628
$927 ﹤0.01%
+41
1629
$920 ﹤0.01%
38
1630
$920 ﹤0.01%
41
1631
$918 ﹤0.01%
83
-871
1632
$917 ﹤0.01%
+22
1633
$917 ﹤0.01%
+33
1634
$915 ﹤0.01%
39
1635
$912 ﹤0.01%
+228
1636
$909 ﹤0.01%
452
1637
$908 ﹤0.01%
+4
1638
$906 ﹤0.01%
+32
1639
$904 ﹤0.01%
23
1640
$903 ﹤0.01%
+7
1641
$897 ﹤0.01%
61
1642
$897 ﹤0.01%
+98
1643
$894 ﹤0.01%
103
1644
$893 ﹤0.01%
36
1645
$893 ﹤0.01%
31
1646
$892 ﹤0.01%
+13
1647
$889 ﹤0.01%
+70
1648
$889 ﹤0.01%
70
1649
$884 ﹤0.01%
8
1650
$880 ﹤0.01%
19
64 65
66
67 68