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
1826
$479 ﹤0.01%
+9
1827
$478 ﹤0.01%
+21
1828
$477 ﹤0.01%
2
1829
$477 ﹤0.01%
+53
1830
$475 ﹤0.01%
11
1831
$474 ﹤0.01%
+10
1832
$472 ﹤0.01%
+2
1833
$472 ﹤0.01%
9
-5
1834
$472 ﹤0.01%
+7
1835
$471 ﹤0.01%
14
1836
$469 ﹤0.01%
7
1837
$468 ﹤0.01%
+39
1838
$468 ﹤0.01%
5
-34
1839
$466 ﹤0.01%
111
1840
$465 ﹤0.01%
+3
1841
$465 ﹤0.01%
+14
1842
$463 ﹤0.01%
+15
1843
$462 ﹤0.01%
9
-4
1844
$460 ﹤0.01%
+13
1845
$459 ﹤0.01%
+1
1846
$459 ﹤0.01%
+6
1847
$454 ﹤0.01%
+16
1848
$452 ﹤0.01%
16
1849
$451 ﹤0.01%
+14
1850
$449 ﹤0.01%
+9
72 73
74
75 76