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
351
$48.1K 0.01%
+226
352
$48K 0.01%
+115
353
$47.8K 0.01%
+463
354
$47.3K 0.01%
+1,102
355
$47.1K 0.01%
+1,124
356
$46K 0.01%
+639
357
$45.7K 0.01%
+1,264
358
$45.7K 0.01%
+162
359
$45.6K 0.01%
+2,138
360
$45.3K 0.01%
+133
361
$45.3K 0.01%
+1,055
362
$45.2K 0.01%
+1,360
363
$45.1K 0.01%
+1,721
364
$45K 0.01%
+443
365
$44.4K 0.01%
+1,446
366
$43.8K 0.01%
+373
367
$43.7K 0.01%
+559
368
$43.3K 0.01%
+144
369
$43K 0.01%
+104
370
$41.9K 0.01%
+345
371
$41.7K 0.01%
+717
372
$41.5K 0.01%
+215
373
$41.2K 0.01%
+1,928
374
$41.1K 0.01%
+204
375
$41K 0.01%
+527
13 14
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