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
776
$3.72K ﹤0.01%
+438
777
$3.66K ﹤0.01%
+1,000
778
$3.61K ﹤0.01%
+37
779
$3.59K ﹤0.01%
+921
780
$3.49K ﹤0.01%
+1,022
781
$3.48K ﹤0.01%
+128
782
$3.4K ﹤0.01%
+32
783
$3.4K ﹤0.01%
+35
784
$3.4K ﹤0.01%
+35
785
$3.39K ﹤0.01%
+100
786
$3.38K ﹤0.01%
+100
787
$3.38K ﹤0.01%
+97
788
$3.35K ﹤0.01%
+269
789
$3.34K ﹤0.01%
+160
790
$3.33K ﹤0.01%
+483
791
$3.3K ﹤0.01%
+56
792
$3.27K ﹤0.01%
+479
793
$3.25K ﹤0.01%
+86
794
$3.23K ﹤0.01%
+894
795
$3.21K ﹤0.01%
+63
796
$3.16K ﹤0.01%
+486
797
$3.16K ﹤0.01%
+171
798
$3.16K ﹤0.01%
+33
799
$3.09K ﹤0.01%
+22
800
$3.06K ﹤0.01%
+100
30 31
32
33 34