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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
1951
– –
-202
1952
– –
-2,047
1953
– –
-21
1954
– –
-127
1955
– –
-275
1956
– –
-5,144
1957
– –
-3
1958
– –
-210
1959
– –
-25
1960
– –
-41
1961
– –
-8
1962
– –
-21
1963
– –
-20
1964
– –
-130
1965
– –
-2
1966
– –
-18
1967
– –
-25
1968
– –
-156
1969
– –
-85
1970
– –
-29
1971
– –
-80
1972
– –
-30
1973
– –
-187
1974
– –
-27
1975
– –
-24
77 78
79
80 81