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
201
$195K 0.03%
4,451
+20
202
$195K 0.03%
973
-53
203
$188K 0.03%
3,479
-144
204
$188K 0.03%
1,098
+183
205
$184K 0.03%
283
+1
206
$183K 0.03%
27,330
-5,000
207
$181K 0.03%
643
+192
208
$177K 0.03%
2,423
+24
209
$177K 0.03%
2,583
-621
210
$175K 0.02%
220
+64
211
$175K 0.02%
4,550
212
$173K 0.02%
1,716
213
$172K 0.02%
7,060
214
$170K 0.02%
1,197
215
$170K 0.02%
6,500
216
$168K 0.02%
848
+133
217
$168K 0.02%
1,081
-3
218
$165K 0.02%
9,700
219
$161K 0.02%
2,868
220
$158K 0.02%
7,935
221
$157K 0.02%
7,164
222
$155K 0.02%
6,892
223
$155K 0.02%
2,339
-331
224
$154K 0.02%
3,608
225
$152K 0.02%
1,171
7 8
9
10 11