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
1701
$768 ﹤0.01%
204
1702
$766 ﹤0.01%
+82
1703
$764 ﹤0.01%
22
1704
$755 ﹤0.01%
7
1705
$755 ﹤0.01%
115
1706
$753 ﹤0.01%
233
1707
$752 ﹤0.01%
+6
1708
$752 ﹤0.01%
141
1709
$750 ﹤0.01%
+261
1710
$748 ﹤0.01%
40
-207
1711
$748 ﹤0.01%
+8
1712
$748 ﹤0.01%
4
1713
$745 ﹤0.01%
14
1714
$745 ﹤0.01%
26
1715
$743 ﹤0.01%
272
1716
$739 ﹤0.01%
+14
1717
$737 ﹤0.01%
+25
1718
$734 ﹤0.01%
10
-12
1719
$730 ﹤0.01%
7
1720
$724 ﹤0.01%
34
1721
$719 ﹤0.01%
11
1722
$718 ﹤0.01%
14
1723
$718 ﹤0.01%
9
1724
$716 ﹤0.01%
3
1725
$715 ﹤0.01%
15
67 68
69
70 71