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
751
$4.57K ﹤0.01%
+38
752
$4.54K ﹤0.01%
+205
753
$4.48K ﹤0.01%
+18
754
$4.45K ﹤0.01%
+421
755
$4.44K ﹤0.01%
+36
756
$4.3K ﹤0.01%
+21
757
$4.3K ﹤0.01%
+70
758
$4.24K ﹤0.01%
+100
759
$4.16K ﹤0.01%
+51
760
$4.16K ﹤0.01%
+190
761
$4.15K ﹤0.01%
+50
762
$4.09K ﹤0.01%
+180
763
$4.06K ﹤0.01%
+97
764
$4.01K ﹤0.01%
+50
765
$3.99K ﹤0.01%
+61
766
$3.85K ﹤0.01%
+63
767
$3.84K ﹤0.01%
+88
768
$3.82K ﹤0.01%
+139
769
$3.81K ﹤0.01%
+120
770
$3.81K ﹤0.01%
+130
771
$3.79K ﹤0.01%
+87
772
$3.79K ﹤0.01%
+78
773
$3.78K ﹤0.01%
+1,000
774
$3.77K ﹤0.01%
+11
775
$3.75K ﹤0.01%
+228
29 30
31
32 33