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
251
$101K 0.02%
+571
252
$101K 0.02%
+4,542
253
$100K 0.02%
+1,124
254
$100K 0.02%
+4,694
255
$100K 0.02%
+5,210
256
$99.4K 0.02%
+5,020
257
$99.3K 0.02%
+4,000
258
$99.2K 0.02%
+4,470
259
$98.6K 0.02%
+4,173
260
$98.2K 0.02%
+171
261
$97.4K 0.02%
+598
262
$95.6K 0.02%
+1,096
263
$94.9K 0.02%
+720
264
$94.9K 0.02%
+1,200
265
$94K 0.02%
+1,481
266
$92.9K 0.02%
+4,632
267
$92.5K 0.02%
+2,465
268
$92.2K 0.02%
+1,446
269
$90.3K 0.02%
+3,431
270
$89.8K 0.02%
+409
271
$89.1K 0.02%
+998
272
$88.3K 0.01%
+266
273
$88.3K 0.01%
+8,916
274
$86.3K 0.01%
+2,252
275
$85.1K 0.01%
+479
9 10
11
12 13