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
1676
$829 ﹤0.01%
27
1677
$829 ﹤0.01%
+1
1678
$821 ﹤0.01%
+269
1679
$819 ﹤0.01%
67
-52
1680
$817 ﹤0.01%
8
1681
$811 ﹤0.01%
10
-2
1682
$806 ﹤0.01%
7
1683
$806 ﹤0.01%
+32
1684
$806 ﹤0.01%
+91
1685
$806 ﹤0.01%
7
1686
$804 ﹤0.01%
43
1687
$801 ﹤0.01%
27
-28
1688
$800 ﹤0.01%
28
1689
$799 ﹤0.01%
+10
1690
$797 ﹤0.01%
11
1691
$796 ﹤0.01%
26
1692
$795 ﹤0.01%
10
+2
1693
$794 ﹤0.01%
17
-14
1694
$793 ﹤0.01%
5
-6
1695
$791 ﹤0.01%
+18
1696
$790 ﹤0.01%
49
-8
1697
$789 ﹤0.01%
30
-27
1698
$783 ﹤0.01%
52
1699
$782 ﹤0.01%
+8
1700
$776 ﹤0.01%
535
66 67
68
69 70