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
301
$69.2K 0.01%
+804
302
$69K 0.01%
+1,061
303
$68.1K 0.01%
+2,751
304
$68K 0.01%
+199
305
$67.8K 0.01%
+1,000
306
$66.5K 0.01%
+337
307
$65.9K 0.01%
+483
308
$65.2K 0.01%
+2,620
309
$64.2K 0.01%
+214
310
$63.2K 0.01%
+2,414
311
$63K 0.01%
+591
312
$62.8K 0.01%
+1,765
313
$61.6K 0.01%
+1,905
314
$61.4K 0.01%
+159
315
$60.6K 0.01%
+2,590
316
$60.2K 0.01%
+923
317
$60K 0.01%
+457
318
$59.3K 0.01%
+438
319
$58.9K 0.01%
+1,358
320
$58.6K 0.01%
+321
321
$58.4K 0.01%
+471
322
$57.4K 0.01%
+751
323
$56.9K 0.01%
+607
324
$56.1K 0.01%
+264
325
$56.1K 0.01%
+1,353
11 12
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