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
1851
$447 ﹤0.01%
+6
1852
$446 ﹤0.01%
5
-5
1853
$433 ﹤0.01%
+6
1854
$431 ﹤0.01%
+3
1855
$427 ﹤0.01%
+3
1856
$417 ﹤0.01%
2
-19
1857
$388 ﹤0.01%
+1
1858
$385 ﹤0.01%
140
1859
$352 ﹤0.01%
15
1860
$342 ﹤0.01%
32
1861
$340 ﹤0.01%
+1
1862
$330 ﹤0.01%
25
1863
$327 ﹤0.01%
26
1864
$314 ﹤0.01%
35
1865
$296 ﹤0.01%
6
1866
$293 ﹤0.01%
36
1867
$253 ﹤0.01%
6
1868
$241 ﹤0.01%
34
1869
$240 ﹤0.01%
21
1870
$207 ﹤0.01%
6
1871
$199 ﹤0.01%
2
1872
$182 ﹤0.01%
3
1873
$180 ﹤0.01%
2
1874
$168 ﹤0.01%
7
1875
$164 ﹤0.01%
7
73 74
75
76 77