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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
2001
– –
-50
2002
– –
-137
2003
– –
-3
2004
– –
-4
2005
– –
-1
2006
– –
-39
2007
– –
-72
2008
– –
-19
2009
– –
-68
2010
– –
-16
2011
– –
-12
2012
– –
-23
2013
– –
-92
2014
– –
-83
2015
– –
-78
2016
– –
-39
2017
– –
-9
2018
– –
-108
2019
– –
-4
2020
– –
-7
2021
– –
-90
2022
– –
-26
2023
– –
-285
2024
– –
-3
2025
– –
-4
79 80
81
82 83