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
176
$226K 0.03%
834
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177
$226K 0.03%
7,974
+310
178
$223K 0.03%
458
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179
$222K 0.03%
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180
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4,048
181
$220K 0.03%
8,630
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182
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183
$218K 0.03%
24,323
+175
184
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185
$218K 0.03%
2,288
+454
186
$217K 0.03%
837
+1
187
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188
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1,053
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189
$212K 0.03%
3,442
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190
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6,250
+1,449
191
$208K 0.03%
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194
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776
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195
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196
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4,292
-1,160
197
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2,613
198
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1,542
+1
199
$198K 0.03%
4,812
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200
$196K 0.03%
46
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