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
1876
$161 ﹤0.01%
19
1877
$142 ﹤0.01%
7
1878
$101 ﹤0.01%
17
1879
$101 ﹤0.01%
+1,284
1880
$96 ﹤0.01%
3
-398
1881
$86 ﹤0.01%
4
1882
$80 ﹤0.01%
31
1883
$67 ﹤0.01%
2
1884
$67 ﹤0.01%
20
1885
$65 ﹤0.01%
28
1886
$61 ﹤0.01%
1
1887
$59 ﹤0.01%
3
1888
$49 ﹤0.01%
2
1889
$40 ﹤0.01%
2
1890
$29 ﹤0.01%
7
1891
$28 ﹤0.01%
3
1892
$26 ﹤0.01%
5
1893
$17 ﹤0.01%
+846
1894
$15 ﹤0.01%
3
+1
1895
$12 ﹤0.01%
2
1896
$9 ﹤0.01%
1
1897
$8 ﹤0.01%
1
1898
$6 ﹤0.01%
2
1899
$3 ﹤0.01%
1
1900
– –
-25
74 75
76
77 78