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
876
$1.51K ﹤0.01%
+95
877
$1.5K ﹤0.01%
+13
878
$1.48K ﹤0.01%
+10
879
$1.48K ﹤0.01%
+16
880
$1.48K ﹤0.01%
+74
881
$1.47K ﹤0.01%
+9
882
$1.44K ﹤0.01%
+44
883
$1.43K ﹤0.01%
+29
884
$1.42K ﹤0.01%
+33
885
$1.41K ﹤0.01%
+9
886
$1.4K ﹤0.01%
+321
887
$1.4K ﹤0.01%
+105
888
$1.4K ﹤0.01%
+250
889
$1.39K ﹤0.01%
+87
890
$1.38K ﹤0.01%
+10
891
$1.37K ﹤0.01%
+102
892
$1.36K ﹤0.01%
+45
893
$1.36K ﹤0.01%
+50
894
$1.35K ﹤0.01%
+79
895
$1.34K ﹤0.01%
+12
896
$1.33K ﹤0.01%
+12
897
$1.31K ﹤0.01%
+7
898
$1.31K ﹤0.01%
+40
899
$1.3K ﹤0.01%
+222
900
$1.29K ﹤0.01%
+83
34 35
36
37 38