PWA

Physician Wealth Advisors Portfolio holdings

AUM $703M
1-Year Est. Return 16.55%
This Quarter Est. Return
1 Year Est. Return
+16.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$592M
AUM Growth
+$37.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,148
New
Increased
Reduced
Closed

Top Buys

1
+$5.74M
2
+$3.83M
3
+$2.95M
4
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$2.09M
5
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$2.08M

Top Sells

1
+$5.56M
2
+$2.05M
3
+$1.37M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.32M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$1.11M

Sector Composition

1 Technology 6.79%
2 Healthcare 1.99%
3 Consumer Discretionary 1.57%
4 Financials 1.53%
5 Industrials 0.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$129K 0.02%
+987
227
$128K 0.02%
+730
228
$126K 0.02%
+277
229
$125K 0.02%
+1,348
230
$125K 0.02%
+418
231
$125K 0.02%
+2,352
232
$124K 0.02%
+769
233
$123K 0.02%
+2,652
234
$122K 0.02%
+1,433
235
$122K 0.02%
+38
236
$121K 0.02%
+14,055
237
$118K 0.02%
+4,890
238
$115K 0.02%
+68
239
$114K 0.02%
+1,125
240
$113K 0.02%
1,016
-916
241
$111K 0.02%
+157
242
$110K 0.02%
+1,962
243
$108K 0.02%
+729
244
$106K 0.02%
+258
245
$105K 0.02%
10,000
-1,845
246
$104K 0.02%
+2,800
247
$103K 0.02%
+935
248
$103K 0.02%
+2,038
249
$103K 0.02%
+1,966
250
$101K 0.02%
+2,000
8 9
10
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