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
$371M
AUM Growth
+$45.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$7.88M
2
+$4.99M
3
+$3.84M
4
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$2.79M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$2.6M

Top Sells

1
+$4.68M
2
+$3.42M
3
+$2.35M
4
COMT icon
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
+$1.23M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$814K

Sector Composition

1 Technology 4.66%
2 Healthcare 1.87%
3 Financials 1.16%
4 Consumer Discretionary 1.01%
5 Consumer Staples 0.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$875K 0.24%
8,510
-13
52
$827K 0.22%
1,681
+10
53
$819K 0.22%
4,871
-216
54
$801K 0.22%
8,371
-1,340
55
$796K 0.21%
5,533
+477
56
$789K 0.21%
+13,369
57
$788K 0.21%
11,066
-3,922
58
$784K 0.21%
4,296
+8
59
$779K 0.21%
8,102
+12
60
$744K 0.2%
1,812
+71
61
$716K 0.19%
1,883
-400
62
$695K 0.19%
7,427
63
$679K 0.18%
6,954
+118
64
$676K 0.18%
8,145
65
$662K 0.18%
2,295
+162
66
$610K 0.16%
3,627
-45
67
$584K 0.16%
18,356
+29
68
$550K 0.15%
28,540
69
$548K 0.15%
1,237
70
$541K 0.15%
20,376
+7,696
71
$539K 0.15%
34,161
-93
72
$524K 0.14%
8,643
-216
73
$524K 0.14%
5,278
+7
74
$522K 0.14%
4,342
-43
75
$522K 0.14%
2,886
+84
1 2
3
4 5