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
1926
– –
-292
1927
– –
-19
1928
– –
-946
1929
– –
-51
1930
– –
-15
1931
– –
-18
1932
– –
-70
1933
– –
-37
1934
– –
-446
1935
– –
-2,751
1936
– –
-18
1937
– –
-34
1938
– –
-5,144
1939
– –
-68
1940
– –
-137
1941
– –
-3
1942
– –
-4
1943
– –
-1
1944
– –
-39
1945
– –
-72
1946
– –
-19
1947
– –
-68
1948
– –
-16
1949
– –
-12
1950
– –
-23
76 77
78
79 80