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
326
$55.8K 0.01%
+1,190
327
$55.7K 0.01%
+242
328
$55.3K 0.01%
+1,161
329
$55K 0.01%
+427
330
$54.5K 0.01%
+270
331
$54.2K 0.01%
+1,587
332
$54.1K 0.01%
+387
333
$53.8K 0.01%
+260
334
$53.8K 0.01%
+2,267
335
$53.7K 0.01%
+633
336
$52.5K 0.01%
+232
337
$51.6K 0.01%
+505
338
$51.5K 0.01%
+1,400
339
$50.7K 0.01%
+175
340
$50.4K 0.01%
+1,000
341
$50.3K 0.01%
+307
342
$49.9K 0.01%
+1,830
343
$49.2K 0.01%
+2,079
344
$49.2K 0.01%
+210
345
$49.2K 0.01%
+491
346
$49.2K 0.01%
+418
347
$49.1K 0.01%
+210
348
$48.8K 0.01%
+105
349
$48.7K 0.01%
+985
350
$48.5K 0.01%
+145
12 13
14
15 16