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
701
$6.16K ﹤0.01%
+290
702
$5.98K ﹤0.01%
+40
703
$5.95K ﹤0.01%
+70
704
$5.95K ﹤0.01%
+78
705
$5.94K ﹤0.01%
+28
706
$5.92K ﹤0.01%
+110
707
$5.83K ﹤0.01%
+154
708
$5.81K ﹤0.01%
+60
709
$5.71K ﹤0.01%
+20
710
$5.68K ﹤0.01%
+589
711
$5.66K ﹤0.01%
+6
712
$5.63K ﹤0.01%
+417
713
$5.63K ﹤0.01%
+229
714
$5.6K ﹤0.01%
+180
715
$5.55K ﹤0.01%
+175
716
$5.54K ﹤0.01%
+90
717
$5.52K ﹤0.01%
+622
718
$5.5K ﹤0.01%
+201
719
$5.5K ﹤0.01%
+27
720
$5.48K ﹤0.01%
+220
721
$5.43K ﹤0.01%
+56
722
$5.43K ﹤0.01%
+359
723
$5.43K ﹤0.01%
+79
724
$5.37K ﹤0.01%
+100
725
$5.37K ﹤0.01%
+200
27 28
29
30 31