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
801
$3.02K ﹤0.01%
+53
802
$3K ﹤0.01%
+846
803
$2.98K ﹤0.01%
+34
804
$2.97K ﹤0.01%
+75
805
$2.94K ﹤0.01%
+76
806
$2.91K ﹤0.01%
+123
807
$2.9K ﹤0.01%
+92
808
$2.88K ﹤0.01%
+270
809
$2.86K ﹤0.01%
+25
810
$2.82K ﹤0.01%
+66
811
$2.81K ﹤0.01%
+15
812
$2.78K ﹤0.01%
+176
813
$2.78K ﹤0.01%
+51
814
$2.78K ﹤0.01%
+64
815
$2.75K ﹤0.01%
+619
816
$2.73K ﹤0.01%
+24
817
$2.71K ﹤0.01%
+76
818
$2.71K ﹤0.01%
+80
819
$2.68K ﹤0.01%
+11
820
$2.63K ﹤0.01%
+84
821
$2.61K ﹤0.01%
+31
822
$2.61K ﹤0.01%
+80
823
$2.56K ﹤0.01%
+245
824
$2.53K ﹤0.01%
+62
825
$2.49K ﹤0.01%
+8
31 32
33
34 35