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
1751
$646 ﹤0.01%
+26
1752
$646 ﹤0.01%
+2
1753
$638 ﹤0.01%
+11
1754
$634 ﹤0.01%
33
-26
1755
$634 ﹤0.01%
53
1756
$633 ﹤0.01%
54
1757
$633 ﹤0.01%
5
1758
$632 ﹤0.01%
11
1759
$632 ﹤0.01%
19
-9
1760
$624 ﹤0.01%
+28
1761
$624 ﹤0.01%
3
1762
$615 ﹤0.01%
+3
1763
$612 ﹤0.01%
35
1764
$612 ﹤0.01%
5
-3
1765
$604 ﹤0.01%
+26
1766
$603 ﹤0.01%
+2
1767
$598 ﹤0.01%
9
1768
$595 ﹤0.01%
+22
1769
$590 ﹤0.01%
35
1770
$585 ﹤0.01%
+7
1771
$583 ﹤0.01%
+7
1772
$582 ﹤0.01%
+16
1773
$566 ﹤0.01%
+1
1774
$565 ﹤0.01%
+5
1775
$564 ﹤0.01%
8
69 70
71
72 73