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
– –
-11
2002
– –
-8
2003
– –
-9
2004
– –
-45
2005
– –
-9
2006
– –
-57
2007
– –
-7
2008
– –
-28
2009
– –
-195
2010
– –
-32
2011
– –
-154
2012
– –
-3
2013
– –
-34
2014
– –
-25
2015
– –
-24
2016
– –
-10
2017
– –
-6
2018
– –
-13
2019
– –
-71
2020
– –
-36
2021
– –
-32
2022
– –
-20
2023
– –
-10
2024
– –
-109
2025
– –
-62
79 80
81
82 83