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
$325M
AUM Growth
-$19.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$2.91M
2
+$2.69M
3
+$1.46M
4
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$1.03M
5
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$792K

Top Sells

1
+$11.9M
2
+$10.2M
3
+$1.65M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$699K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$446K

Sector Composition

1 Technology 5.28%
2 Healthcare 2.22%
3 Consumer Discretionary 1.27%
4 Financials 1.22%
5 Consumer Staples 0.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$941K 0.29%
9,711
+280
52
$881K 0.27%
14,988
-16
53
$848K 0.26%
8,773
-26
54
$847K 0.26%
9,711
+233
55
$803K 0.25%
1,671
+10
56
$798K 0.25%
8,523
+502
57
$779K 0.24%
8,090
58
$777K 0.24%
5,087
-1
59
$740K 0.23%
4,288
+1
60
$695K 0.21%
2,283
61
$693K 0.21%
6,836
-117,164
62
$668K 0.21%
7,427
+252
63
$616K 0.19%
1,741
64
$606K 0.19%
3,672
-33
65
$601K 0.18%
2,133
+17
66
$587K 0.18%
8,145
+3,213
67
$539K 0.17%
5,271
-100,149
68
$520K 0.16%
1,237
69
$515K 0.16%
9,623
+6
70
$511K 0.16%
34,254
+513
71
$492K 0.15%
18,327
+33
72
$482K 0.15%
4,385
+990
73
$471K 0.14%
10,626
+6
74
$470K 0.14%
1,247
+29
75
$455K 0.14%
6,356
-934
1 2
3
4 5