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
$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
51
$1.71M 0.29%
15,744
-402
52
$1.68M 0.28%
28,987
-3,414
53
$1.66M 0.28%
11,117
-120
54
$1.66M 0.28%
1,810
+1
55
$1.64M 0.28%
7,937
+1
56
$1.57M 0.26%
6,874
+22
57
$1.37M 0.23%
14,088
+4,176
58
$1.32M 0.22%
6,950
-45
59
$1.31M 0.22%
14,751
-58
60
$1.28M 0.22%
33,657
-680
61
$1.21M 0.2%
9,268
-1,205
62
$1.2M 0.2%
1,130
-47
63
$1.09M 0.18%
1,406
+265
64
$1.07M 0.18%
5,401
-69
65
$1.07M 0.18%
7,020
-66
66
$1.04M 0.18%
3,859
-110
67
$1.02M 0.17%
11,343
-55
68
$1.01M 0.17%
16,578
-1,408
69
$1.01M 0.17%
9,534
+195
70
$887K 0.15%
8,412
-761
71
$876K 0.15%
8,217
-1,813
72
$827K 0.14%
1,782
-32
73
$823K 0.14%
4,323
-98
74
$817K 0.14%
1,551
-93
75
$789K 0.13%
25,643
+3,252
1 2
3
4 5