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
276
$84.5K 0.01%
+3,172
277
$84.4K 0.01%
+613
278
$82.2K 0.01%
+391
279
$81.9K 0.01%
+342
280
$81.8K 0.01%
+296
281
$81.7K 0.01%
+356
282
$81.1K 0.01%
+4,500
283
$80.6K 0.01%
+2,499
284
$80.1K 0.01%
+126
285
$77.5K 0.01%
+615
286
$77.5K 0.01%
+2,426
287
$76.5K 0.01%
+1,221
288
$75.1K 0.01%
+4,059
289
$74.1K 0.01%
+655
290
$74K 0.01%
+1,125
291
$73.5K 0.01%
+972
292
$73.4K 0.01%
+3,078
293
$73.4K 0.01%
+547
294
$73.1K 0.01%
+1,930
295
$72.8K 0.01%
+1,345
296
$71.7K 0.01%
+1,462
297
$71.4K 0.01%
+208
298
$70.4K 0.01%
+214
299
$70.3K 0.01%
+1,250
300
$70.3K 0.01%
+2,720
10 11
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