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
– –
-5
1977
– –
-66
1978
– –
-273
1979
– –
-43
1980
– –
-22
1981
– –
-274
1982
– –
-639
1983
– –
-38
1984
– –
-13
1985
– –
-257
1986
– –
-22
1987
– –
-390
1988
– –
-12
1989
– –
-182
1990
– –
-6
1991
– –
-124
1992
– –
-28
1993
– –
-175
1994
– –
-54
1995
– –
-6
1996
– –
-268
1997
– –
-105
1998
– –
-52
1999
– –
-1,271
2000
– –
-17
78 79
80
81 82