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
501
$20.6K ﹤0.01%
+69
502
$20.5K ﹤0.01%
+36
503
$20.4K ﹤0.01%
+388
504
$20.4K ﹤0.01%
+84
505
$20.3K ﹤0.01%
+16
506
$20.2K ﹤0.01%
+172
507
$20.2K ﹤0.01%
+542
508
$20.2K ﹤0.01%
+183
509
$19.9K ﹤0.01%
+215
510
$19.8K ﹤0.01%
+104
511
$19.8K ﹤0.01%
+526
512
$19.8K ﹤0.01%
+344
513
$19.8K ﹤0.01%
+197
514
$19.6K ﹤0.01%
+820
515
$19.4K ﹤0.01%
+668
516
$19.3K ﹤0.01%
+152
517
$19.3K ﹤0.01%
+78
518
$19.1K ﹤0.01%
+236
519
$19.1K ﹤0.01%
+809
520
$19K ﹤0.01%
+45
521
$18.9K ﹤0.01%
+419
522
$18.8K ﹤0.01%
+761
523
$18.6K ﹤0.01%
+448
524
$18.6K ﹤0.01%
+1,905
525
$18.3K ﹤0.01%
+267
19 20
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