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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
1926
– –
-52
1927
– –
-8
1928
– –
-50
1929
– –
-144
1930
– –
-470
1931
– –
-10
1932
– –
-23
1933
– –
-59
1934
– –
-245
1935
– –
-86
1936
– –
-63
1937
– –
-273
1938
– –
-43
1939
– –
-257
1940
– –
-22
1941
– –
-12
1942
– –
-52
1943
– –
-195
1944
– –
-33
1945
– –
-372
1946
– –
-9
1947
– –
-162
1948
– –
-24
1949
– –
-175
1950
– –
-4
76 77
78
79 80