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
$543M
AUM Growth
+$67.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$8.63M
2
+$6.04M
3
+$3.66M
4
DFAW icon
Dimensional World Equity ETF
DFAW
+$1.9M
5
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$822K

Top Sells

1
+$6.3M
2
+$3.37M
3
+$1.94M
4
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$1.55M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$543K

Sector Composition

1 Technology 6.66%
2 Healthcare 1.95%
3 Consumer Discretionary 1.21%
4 Financials 1.1%
5 Consumer Staples 0.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.53M 1.02%
67,853
27
$5.45M 1%
88,136
+5,713
28
$5.41M 1%
82,895
+2,479
29
$5M 0.92%
39,543
+5,273
30
$4.48M 0.82%
38,311
-1,674
31
$4.17M 0.77%
33,575
-236
32
$3.64M 0.67%
50,839
-2,160
33
$3.21M 0.59%
36,047
+1,014
34
$3.05M 0.56%
112,581
-1,542
35
$2.93M 0.54%
29,456
+825
36
$2.82M 0.52%
14,633
-262
37
$2.82M 0.52%
78,765
-43,283
38
$2.45M 0.45%
92,738
+3,742
39
$2.27M 0.42%
3,747
+374
40
$2.26M 0.42%
4,562
+2
41
$2.25M 0.42%
38,930
+2,052
42
$2.13M 0.39%
43,331
-2,591
43
$2.1M 0.39%
35,626
-1,593
44
$2.01M 0.37%
39,020
+1,568
45
$1.9M 0.35%
42,325
+1,425
46
$1.78M 0.33%
10,806
+40
47
$1.78M 0.33%
16,687
+121
48
$1.68M 0.31%
6,915
+38
49
$1.6M 0.29%
7,936
+9
50
$1.58M 0.29%
14,733
+1,679
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