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
1726
$714 ﹤0.01%
28
+21
1727
$709 ﹤0.01%
255
1728
$708 ﹤0.01%
+6
1729
$707 ﹤0.01%
28
1730
$705 ﹤0.01%
+16
1731
$705 ﹤0.01%
32
1732
$703 ﹤0.01%
+8
1733
$692 ﹤0.01%
+48
1734
$690 ﹤0.01%
20
1735
$689 ﹤0.01%
+2
1736
$682 ﹤0.01%
+9
1737
$681 ﹤0.01%
+3
1738
$680 ﹤0.01%
+6
1739
$677 ﹤0.01%
25
1740
$675 ﹤0.01%
49
1741
$674 ﹤0.01%
+5
1742
$667 ﹤0.01%
24
-19
1743
$667 ﹤0.01%
+7
1744
$661 ﹤0.01%
+7
1745
$661 ﹤0.01%
22
+18
1746
$661 ﹤0.01%
+28
1747
$657 ﹤0.01%
3
1748
$655 ﹤0.01%
20
1749
$654 ﹤0.01%
+15
1750
$648 ﹤0.01%
38
68 69
70
71 72