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
$371M
AUM Growth
+$45.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$7.88M
2
+$4.99M
3
+$3.84M
4
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$2.79M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$2.6M

Top Sells

1
+$4.68M
2
+$3.42M
3
+$2.35M
4
COMT icon
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
+$1.23M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$814K

Sector Composition

1 Technology 4.66%
2 Healthcare 1.87%
3 Financials 1.16%
4 Consumer Discretionary 1.01%
5 Consumer Staples 0.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.8M 1.03%
26,330
+18,026
27
$3.72M 1%
65,029
28
$3.35M 0.9%
13,843
-333
29
$2.61M 0.71%
102,471
+9,288
30
$2.56M 0.69%
29,023
-253
31
$2.07M 0.56%
88,401
+1,259
32
$1.99M 0.54%
20,138
-1,243
33
$1.75M 0.47%
12,267
+1,538
34
$1.7M 0.46%
33,613
-1,822
35
$1.63M 0.44%
32,370
-1,191
36
$1.61M 0.44%
26,489
-2,801
37
$1.61M 0.43%
10,578
-19
38
$1.49M 0.4%
12,780
-899
39
$1.36M 0.37%
14,120
+1,436
40
$1.33M 0.36%
3,608
+161
41
$1.3M 0.35%
12,047
+360
42
$1.29M 0.35%
6,364
43
$1.19M 0.32%
11,355
-134
44
$1.16M 0.31%
30,605
+1,437
45
$1.14M 0.31%
3,299
-17
46
$1.13M 0.31%
6,628
+30
47
$1.12M 0.3%
3,605
-106
48
$1.04M 0.28%
10,417
+1,644
49
$939K 0.25%
27,976
-10,170
50
$935K 0.25%
9,564
-147
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