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
826
$2.47K ﹤0.01%
+56
827
$2.44K ﹤0.01%
+275
828
$2.41K ﹤0.01%
+50
829
$2.4K ﹤0.01%
+23
830
$2.39K ﹤0.01%
+154
831
$2.29K ﹤0.01%
+502
832
$2.21K ﹤0.01%
+13
833
$2.2K ﹤0.01%
+10
834
$2.18K ﹤0.01%
+22
835
$2.17K ﹤0.01%
+36
836
$2.16K ﹤0.01%
+104
837
$2.15K ﹤0.01%
+44
838
$2.14K ﹤0.01%
+50
839
$2.12K ﹤0.01%
+300
840
$2.1K ﹤0.01%
+42
841
$2.1K ﹤0.01%
+182
842
$2.08K ﹤0.01%
+4
843
$2.08K ﹤0.01%
+60
844
$2.07K ﹤0.01%
+376
845
$2.07K ﹤0.01%
+100
846
$2.02K ﹤0.01%
+57
847
$2.01K ﹤0.01%
+61
848
$2K ﹤0.01%
+36
849
$2K ﹤0.01%
+33
850
$1.99K ﹤0.01%
+50
32 33
34
35 36