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
651
$8.72K ﹤0.01%
+109
652
$8.4K ﹤0.01%
+29
653
$8.38K ﹤0.01%
+45
654
$8.34K ﹤0.01%
+984
655
$8.33K ﹤0.01%
+182
656
$8.25K ﹤0.01%
+45
657
$8.11K ﹤0.01%
+55
658
$8.1K ﹤0.01%
+235
659
$8.04K ﹤0.01%
+151
660
$7.93K ﹤0.01%
+128
661
$7.92K ﹤0.01%
+22
662
$7.9K ﹤0.01%
+139
663
$7.87K ﹤0.01%
+206
664
$7.85K ﹤0.01%
+300
665
$7.84K ﹤0.01%
+28
666
$7.84K ﹤0.01%
+333
667
$7.82K ﹤0.01%
+871
668
$7.77K ﹤0.01%
+161
669
$7.76K ﹤0.01%
+330
670
$7.76K ﹤0.01%
+120
671
$7.69K ﹤0.01%
+96
672
$7.68K ﹤0.01%
+89
673
$7.61K ﹤0.01%
+100
674
$7.57K ﹤0.01%
+152
675
$7.54K ﹤0.01%
+293
25 26
27
28 29