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
476
$22.9K ﹤0.01%
+169
477
$22.9K ﹤0.01%
+346
478
$22.8K ﹤0.01%
+586
479
$22.6K ﹤0.01%
+477
480
$22.5K ﹤0.01%
+53
481
$22.4K ﹤0.01%
+275
482
$22.2K ﹤0.01%
+63
483
$22.2K ﹤0.01%
+37
484
$22K ﹤0.01%
+156
485
$22K ﹤0.01%
+280
486
$21.9K ﹤0.01%
+266
487
$21.9K ﹤0.01%
+645
488
$21.9K ﹤0.01%
+88
489
$21.8K ﹤0.01%
+373
490
$21.7K ﹤0.01%
+80
491
$21.5K ﹤0.01%
+329
492
$21.3K ﹤0.01%
+470
493
$21.3K ﹤0.01%
+60
494
$21.3K ﹤0.01%
946
495
$21.3K ﹤0.01%
+400
496
$21.2K ﹤0.01%
+168
497
$21.1K ﹤0.01%
+57
498
$20.9K ﹤0.01%
+1,524
499
$20.8K ﹤0.01%
+120
500
$20.7K ﹤0.01%
+89
18 19
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