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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
1901
– –
-23
1902
– –
-6
1903
– –
-13
1904
– –
-71
1905
– –
-36
1906
– –
-32
1907
– –
-20
1908
– –
-1,017
1909
– –
-10
1910
– –
-109
1911
– –
-62
1912
– –
-12
1913
– –
-1,830
1914
– –
-20,850
1915
– –
-44
1916
– –
-21
1917
– –
-2,600
1918
– –
-23
1919
– –
-108
1920
– –
-613
1921
– –
-200
1922
– –
-25
1923
– –
-137
1924
– –
-108
1925
– –
-3
75 76
77
78 79