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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
2026
– –
-114
2027
– –
-17
2028
– –
-15,539
2029
– –
-51
2030
– –
-535
2031
– –
-53
2032
– –
-114
2033
– –
-81
2034
– –
-22
2035
– –
-20
2036
– –
-29
2037
– –
-5
2038
– –
-9
2039
– –
-680
2040
– –
-84
2041
– –
-112
2042
– –
-29
2043
– –
-198
2044
– –
-41
2045
– –
-169
2046
– –
-4
2047
– –
-5
2048
– –
-66
2049
– –
-22
2050
– –
-274
80 81
82
83 84