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
626
$10.3K ﹤0.01%
+194
627
$10.2K ﹤0.01%
+100
628
$10.1K ﹤0.01%
+179
629
$10.1K ﹤0.01%
+131
630
$10.1K ﹤0.01%
+204
631
$9.95K ﹤0.01%
+173
632
$9.95K ﹤0.01%
+156
633
$9.86K ﹤0.01%
+338
634
$9.8K ﹤0.01%
+146
635
$9.76K ﹤0.01%
+102
636
$9.76K ﹤0.01%
+166
637
$9.71K ﹤0.01%
+79
638
$9.64K ﹤0.01%
+55
639
$9.49K ﹤0.01%
+46
640
$9.47K ﹤0.01%
+395
641
$9.39K ﹤0.01%
+189
642
$9.21K ﹤0.01%
+70
643
$9.15K ﹤0.01%
+44
644
$9.13K ﹤0.01%
+467
645
$8.94K ﹤0.01%
+156
646
$8.9K ﹤0.01%
+70
647
$8.86K ﹤0.01%
+244
648
$8.8K ﹤0.01%
+232
649
$8.76K ﹤0.01%
+443
650
$8.74K ﹤0.01%
+154
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