PWA

Physician Wealth Advisors Portfolio holdings

AUM $637M
1-Year Est. Return 14.15%
This Quarter Est. Return
1 Year Est. Return
+14.15%
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
26
$5.25M 0.89%
151,821
-4,854
27
$5.23M 0.88%
100,133
+2,592
28
$5.14M 0.87%
53,549
-14,296
29
$5.08M 0.86%
187,848
-4,543
30
$5.01M 0.85%
76,919
-1,634
31
$4.26M 0.72%
33,036
-732
32
$3.83M 0.65%
+51,315
33
$3.69M 0.62%
31,984
-3,249
34
$3.54M 0.6%
39,716
+2,378
35
$3.26M 0.55%
32,380
+2,783
36
$3.21M 0.54%
14,647
-14
37
$2.87M 0.48%
40,533
-5,153
38
$2.78M 0.47%
101,816
-203,515
39
$2.56M 0.43%
4,743
+1,171
40
$2.43M 0.41%
40,187
+1,152
41
$2.41M 0.41%
3,872
+50
42
$2.36M 0.4%
4,619
-26
43
$2.25M 0.38%
5,565
+280
44
$2.16M 0.37%
41,795
+2,102
45
$2.08M 0.35%
+40,012
46
$2.08M 0.35%
44,841
-666
47
$2.06M 0.35%
4,552
+487
48
$2.02M 0.34%
81,131
+1,513
49
$1.82M 0.31%
28,533
+11,826
50
$1.78M 0.3%
42,581
-750
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