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
1651
$879 ﹤0.01%
+29
1652
$877 ﹤0.01%
21
1653
$873 ﹤0.01%
+130
1654
$872 ﹤0.01%
51
1655
$870 ﹤0.01%
9
1656
$869 ﹤0.01%
117
1657
$869 ﹤0.01%
26
1658
$868 ﹤0.01%
46
1659
$867 ﹤0.01%
4
+1
1660
$857 ﹤0.01%
+45
1661
$855 ﹤0.01%
20
1662
$855 ﹤0.01%
300
1663
$855 ﹤0.01%
+95
1664
$854 ﹤0.01%
60
1665
$852 ﹤0.01%
+45
1666
$852 ﹤0.01%
30
1667
$852 ﹤0.01%
16
1668
$851 ﹤0.01%
175
1669
$846 ﹤0.01%
+4
1670
$846 ﹤0.01%
+168
1671
$837 ﹤0.01%
141
1672
$836 ﹤0.01%
9
-1
1673
$835 ﹤0.01%
43
1674
$835 ﹤0.01%
+12
1675
$832 ﹤0.01%
+24
65 66
67
68 69