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
676
$7.47K ﹤0.01%
+40
677
$7.47K ﹤0.01%
+44
678
$7.38K ﹤0.01%
+12
679
$7.37K ﹤0.01%
+300
680
$7.36K ﹤0.01%
+60
681
$7.3K ﹤0.01%
+600
682
$7.3K ﹤0.01%
+110
683
$7.28K ﹤0.01%
+118
684
$7.18K ﹤0.01%
+64
685
$7.1K ﹤0.01%
+46
686
$7.07K ﹤0.01%
+305
687
$6.97K ﹤0.01%
+56
688
$6.97K ﹤0.01%
+106
689
$6.87K ﹤0.01%
+220
690
$6.7K ﹤0.01%
+115
691
$6.69K ﹤0.01%
+98
692
$6.57K ﹤0.01%
+162
693
$6.45K ﹤0.01%
+268
694
$6.43K ﹤0.01%
+75
695
$6.41K ﹤0.01%
+1,297
696
$6.36K ﹤0.01%
+71
697
$6.36K ﹤0.01%
+91
698
$6.28K ﹤0.01%
+170
699
$6.2K ﹤0.01%
+3,351
700
$6.19K ﹤0.01%
+115
26 27
28
29 30