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
1776
$560 ﹤0.01%
26
-49
1777
$558 ﹤0.01%
+5
1778
$553 ﹤0.01%
+3
1779
$552 ﹤0.01%
+2
1780
$544 ﹤0.01%
+222
1781
$541 ﹤0.01%
+5
1782
$537 ﹤0.01%
14
1783
$537 ﹤0.01%
8
1784
$533 ﹤0.01%
+3
1785
$529 ﹤0.01%
115
-154
1786
$528 ﹤0.01%
53
1787
$526 ﹤0.01%
+5
1788
$526 ﹤0.01%
+13
1789
$526 ﹤0.01%
+35
1790
$524 ﹤0.01%
+26
1791
$524 ﹤0.01%
+7
1792
$521 ﹤0.01%
+5
1793
$521 ﹤0.01%
14
1794
$519 ﹤0.01%
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1795
$517 ﹤0.01%
+9
1796
$517 ﹤0.01%
107
1797
$513 ﹤0.01%
+22
1798
$512 ﹤0.01%
13
1799
$512 ﹤0.01%
4
1800
$508 ﹤0.01%
+2
70 71
72
73 74