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
601
$12.1K ﹤0.01%
+238
602
$12.1K ﹤0.01%
+244
603
$11.8K ﹤0.01%
+68
604
$11.7K ﹤0.01%
+500
605
$11.6K ﹤0.01%
+149
606
$11.5K ﹤0.01%
+526
607
$11.2K ﹤0.01%
+211
608
$11.2K ﹤0.01%
+307
609
$11.2K ﹤0.01%
+150
610
$11.1K ﹤0.01%
+65
611
$11.1K ﹤0.01%
+100
612
$11.1K ﹤0.01%
+84
613
$10.9K ﹤0.01%
+72
614
$10.9K ﹤0.01%
+27
615
$10.8K ﹤0.01%
+71
616
$10.8K ﹤0.01%
+190
617
$10.8K ﹤0.01%
+188
618
$10.8K ﹤0.01%
+220
619
$10.8K ﹤0.01%
+366
620
$10.6K ﹤0.01%
+30
621
$10.5K ﹤0.01%
+89
622
$10.5K ﹤0.01%
+186
623
$10.4K ﹤0.01%
+87
624
$10.4K ﹤0.01%
+217
625
$10.4K ﹤0.01%
+550
23 24
25
26 27