PWA

Physician Wealth Advisors Portfolio holdings

AUM $637M
1-Year Est. Return 14.15%
This Quarter Est. Return
1 Year Est. Return
+14.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$543M
AUM Growth
+$67.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$8.63M
2
+$6.04M
3
+$3.66M
4
DFAW icon
Dimensional World Equity ETF
DFAW
+$1.9M
5
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$822K

Top Sells

1
+$6.3M
2
+$3.37M
3
+$1.94M
4
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$1.55M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$543K

Sector Composition

1 Technology 6.66%
2 Healthcare 1.95%
3 Consumer Discretionary 1.21%
4 Financials 1.1%
5 Consumer Staples 0.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.56M 0.29%
3,544
+1
52
$1.54M 0.28%
1,816
+7
53
$1.53M 0.28%
2,946
+203
54
$1.52M 0.28%
11,747
-275
55
$1.42M 0.26%
7,723
-183
56
$1.42M 0.26%
21,922
-1,440
57
$1.4M 0.26%
1,487
+289
58
$1.36M 0.25%
5,288
-118
59
$1.29M 0.24%
14,941
-64
60
$1.27M 0.23%
34,855
-345
61
$1.25M 0.23%
17,177
-791
62
$1.15M 0.21%
4,454
+145
63
$1.14M 0.21%
2,323
+156
64
$1.14M 0.21%
6,900
-90
65
$1.08M 0.2%
10,309
-798
66
$1.02M 0.19%
9,364
+217
67
$958K 0.18%
9,731
+628
68
$958K 0.18%
4,880
+1
69
$897K 0.17%
14,613
+3,814
70
$892K 0.16%
1,172
+49
71
$881K 0.16%
10,837
+18
72
$857K 0.16%
4,618
+46
73
$841K 0.16%
24,094
+51
74
$796K 0.15%
1,795
-50
75
$794K 0.15%
11,346
+633
1 2
3
4 5