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
851
$1.99K ﹤0.01%
+17
852
$1.96K ﹤0.01%
+135
853
$1.94K ﹤0.01%
+4
854
$1.93K ﹤0.01%
+79
855
$1.9K ﹤0.01%
+100
856
$1.83K ﹤0.01%
+375
857
$1.81K ﹤0.01%
+10
858
$1.81K ﹤0.01%
+19
859
$1.8K ﹤0.01%
+17
860
$1.8K ﹤0.01%
+24
861
$1.77K ﹤0.01%
+26
862
$1.76K ﹤0.01%
+58
863
$1.74K ﹤0.01%
+593
864
$1.73K ﹤0.01%
+3
865
$1.73K ﹤0.01%
+40
866
$1.73K ﹤0.01%
+15
867
$1.71K ﹤0.01%
+91
868
$1.7K ﹤0.01%
+15
869
$1.67K ﹤0.01%
+216
870
$1.59K ﹤0.01%
+43
871
$1.58K ﹤0.01%
+208
872
$1.55K ﹤0.01%
+47
873
$1.54K ﹤0.01%
+34
874
$1.53K ﹤0.01%
+35
875
$1.52K ﹤0.01%
+33
33 34
35
36 37