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
1801
$507 ﹤0.01%
5
-3
1802
$505 ﹤0.01%
+56
1803
$505 ﹤0.01%
+424
1804
$503 ﹤0.01%
+6
1805
$502 ﹤0.01%
+4
1806
$502 ﹤0.01%
+8
1807
$501 ﹤0.01%
+38
1808
$501 ﹤0.01%
7
1809
$499 ﹤0.01%
+30
1810
$499 ﹤0.01%
31
-69
1811
$498 ﹤0.01%
3
1812
$496 ﹤0.01%
10
1813
$496 ﹤0.01%
+20
1814
$495 ﹤0.01%
+7
1815
$494 ﹤0.01%
+36
1816
$493 ﹤0.01%
+13
1817
$491 ﹤0.01%
+587
1818
$491 ﹤0.01%
+27
1819
$490 ﹤0.01%
19
-19
1820
$488 ﹤0.01%
+18
1821
$487 ﹤0.01%
39
-14
1822
$485 ﹤0.01%
+4
1823
$483 ﹤0.01%
+3
1824
$480 ﹤0.01%
+15
1825
$479 ﹤0.01%
21
+1
71 72
73
74 75