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
726
$5.36K ﹤0.01%
+33
727
$5.35K ﹤0.01%
+72
728
$5.28K ﹤0.01%
+73
729
$5.28K ﹤0.01%
+240
730
$5.25K ﹤0.01%
+232
731
$5.2K ﹤0.01%
+236
732
$5.17K ﹤0.01%
+14
733
$5.12K ﹤0.01%
+114
734
$5.04K ﹤0.01%
+1,254
735
$5.04K ﹤0.01%
+98
736
$4.96K ﹤0.01%
+90
737
$4.92K ﹤0.01%
+11
738
$4.88K ﹤0.01%
+50
739
$4.87K ﹤0.01%
+103
740
$4.79K ﹤0.01%
+110
741
$4.79K ﹤0.01%
+50
742
$4.79K ﹤0.01%
+11
743
$4.78K ﹤0.01%
+68
744
$4.72K ﹤0.01%
+1,035
745
$4.64K ﹤0.01%
+113
746
$4.62K ﹤0.01%
+484
747
$4.6K ﹤0.01%
+28
748
$4.6K ﹤0.01%
+506
749
$4.6K ﹤0.01%
+161
750
$4.59K ﹤0.01%
+30
28 29
30
31 32