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
376
$40.8K 0.01%
+1,741
377
$40.4K 0.01%
+436
378
$40.3K 0.01%
+458
379
$39.9K 0.01%
+207
380
$39.3K 0.01%
+844
381
$39.3K 0.01%
+163
382
$39.1K 0.01%
+104
383
$39K 0.01%
+354
384
$39K 0.01%
+947
385
$38.6K 0.01%
+1,661
386
$38.4K 0.01%
+156
387
$37.9K 0.01%
+80
388
$37.4K 0.01%
+422
389
$37.3K 0.01%
+1,324
390
$37K 0.01%
+52
391
$36.9K 0.01%
+293
392
$36.5K 0.01%
+510
393
$36.4K 0.01%
+86
394
$36K 0.01%
+482
395
$35.4K 0.01%
+473
396
$35.1K 0.01%
+730
397
$34.7K 0.01%
+200
398
$34.6K 0.01%
+375
399
$34.2K 0.01%
+3,000
400
$33.8K 0.01%
+186
14 15
16
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