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
151
$279K 0.04%
7,366
+151
152
$273K 0.04%
698
+157
153
$268K 0.04%
4,125
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154
$265K 0.04%
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155
$265K 0.04%
766
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156
$260K 0.04%
1,326
-41,062
157
$255K 0.04%
9,795
+9,403
158
$251K 0.04%
3,015
-584
159
$250K 0.04%
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+597
160
$250K 0.04%
3,696
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161
$249K 0.04%
2,170
+251
162
$244K 0.03%
2,883
163
$241K 0.03%
+29,367
164
$236K 0.03%
3,013
+530
165
$236K 0.03%
1,062
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166
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1,255
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167
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4,125
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1,505
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169
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10,429
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170
$233K 0.03%
3,814
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171
$232K 0.03%
9,107
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172
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11,140
-3,693
173
$231K 0.03%
1,601
+244
174
$229K 0.03%
9,821
+38
175
$226K 0.03%
1,232
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