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
$325M
AUM Growth
-$19.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$2.91M
2
+$2.69M
3
+$1.46M
4
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$1.03M
5
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$792K

Top Sells

1
+$11.9M
2
+$10.2M
3
+$1.65M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$699K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$446K

Sector Composition

1 Technology 5.28%
2 Healthcare 2.22%
3 Consumer Discretionary 1.27%
4 Financials 1.22%
5 Consumer Staples 0.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.59M 0.8%
57,408
-15,511
27
$2.39M 0.73%
29,276
+479
28
$2.35M 0.72%
24,209
+269
29
$2.17M 0.67%
93,183
+8,487
30
$1.89M 0.58%
10,597
-42
31
$1.87M 0.57%
21,381
-2,923
32
$1.75M 0.54%
35,435
+3,338
33
$1.73M 0.53%
87,142
+826
34
$1.68M 0.52%
33,561
-861
35
$1.53M 0.47%
12,684
+780
36
$1.49M 0.46%
29,290
-856
37
$1.48M 0.45%
13,679
-523
38
$1.4M 0.43%
10,729
+584
39
$1.28M 0.39%
6,364
40
$1.23M 0.38%
32,255
+500
41
$1.22M 0.37%
5,056
+400
42
$1.21M 0.37%
11,687
-745
43
$1.2M 0.37%
3,447
+9
44
$1.18M 0.36%
11,489
-2,845
45
$1.15M 0.35%
8,304
+164
46
$1.11M 0.34%
38,146
-93
47
$1.09M 0.34%
6,598
+5
48
$1.09M 0.34%
3,316
+76
49
$1.04M 0.32%
3,711
+386
50
$992K 0.3%
29,168
+393
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