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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
1976
– –
-4,017
1977
– –
-9
1978
– –
-179
1979
– –
-5
1980
– –
-11
1981
– –
-11
1982
– –
-54
1983
– –
-741
1984
– –
-82
1985
– –
-292
1986
– –
-19
1987
– –
-946
1988
– –
-51
1989
– –
-15
1990
– –
-18
1991
– –
-70
1992
– –
-37
1993
– –
-446
1994
– –
-2,751
1995
– –
-18
1996
– –
-34
1997
– –
-68
1998
– –
-75
1999
– –
-7
2000
– –
-38
78 79
80
81 82